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 | $353,332 | $81,248+334.9% | $155,509+127.2% | $80,856+337.0% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.6%+22.8pp |
| Annual return | 15.75% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,713 | $3,100+148.8% | $4,672+65.1% | $2,755+180.0% |
| Participant deferral / active EE | $9,520 | $3,452+175.8% | $5,626+69.2% | $4,296+121.6% |
| Admin fee / account holder | $2,017 | $7,997-74.8% | $15,912-87.3% | $6,918-70.8% |