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 | $264,828 | $95,803+176.4% | $113,168+134.0% | $84,808+212.3% |
| Participation rate | 90.5% | 72.9%+17.6pp | 76.6%+13.9pp | 68.3%+22.2pp |
| Annual return | 15.50% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,276 | $2,360+38.8% | $2,975+10.1% | $2,631+24.5% |
| Participant deferral / active EE | $7,311 | $4,242+72.3% | $5,107+43.2% | $4,212+73.6% |
| Admin fee / account holder | $43,444 | $8,989+383.3% | $12,068+260.0% | $7,344+491.6% |