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 | $273,914 | $67,411+306.3% | $91,001+201.0% | $70,131+290.6% |
| Participation rate | 97.0% | 71.4%+25.6pp | 75.6%+21.4pp | 69.5%+27.4pp |
| Annual return | 22.27% | -40.16%+62.4pp | 4.60%+17.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $3,819 | $1,786+113.8% | $2,456+55.5% | $2,342+63.0% |
| Participant deferral / active EE | $6,110 | $2,823+116.4% | $3,547+72.2% | $3,332+83.4% |
| Admin fee / account holder | $10,865 | $4,236+156.5% | $5,417+100.6% | $4,645+133.9% |