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 | $374,601 | $89,698+317.6% | $103,476+262.0% | $80,856+363.3% |
| Participation rate | 96.2% | 76.0%+20.2pp | 80.5%+15.6pp | 67.6%+28.5pp |
| Annual return | 13.85% | 22.78%-8.9pp | 23.90%-10.1pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,672 | $4,018+16.3% | $4,6720% | $2,755+69.6% |
| Participant deferral / active EE | $12,682 | $5,456+132.4% | $6,623+91.5% | $4,296+195.2% |
| Admin fee / account holder | $32,372 | $6,768+378.3% | $9,413+243.9% | $6,918+367.9% |