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 | $253,287 | $148,978+70.0% | $200,582+26.3% | $84,808+198.7% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 13.92% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $8,059 | $4,815+67.4% | $6,419+25.6% | $2,631+206.3% |
| Participant deferral / active EE | $4,281 | $7,142-40.1% | $9,331-54.1% | $4,212+1.6% |
| Admin fee / account holder | $9,987 | $13,977-28.5% | $16,305-38.7% | $7,344+36.0% |