See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,063 | $148,978+68.5% | $200,582+25.2% | $84,808+196.0% |
| Participation rate | 89.5% | 84.2%+5.2pp | 86.9%+2.6pp | 68.3%+21.2pp |
| Annual return | 17.72% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $6,365 | $4,815+32.2% | $6,419-0.8% | $2,631+141.9% |
| Participant deferral / active EE | $14,415 | $7,142+101.8% | $9,331+54.5% | $4,212+242.3% |
| Admin fee / account holder | $35,491 | $13,977+153.9% | $16,305+117.7% | $7,344+383.3% |