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 | $309,754 | $138,347+123.9% | $184,203+68.2% | $80,856+283.1% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 22.44% | 20.02%+2.4pp | 28.81%-6.4pp | 35.59%-13.2pp |
| Employer contribution / active EE | $7,979 | $4,850+64.5% | $6,427+24.1% | $2,755+189.6% |
| Participant deferral / active EE | $16,681 | $7,071+135.9% | $9,131+82.7% | $4,296+288.3% |
| Admin fee / account holder | $11,854 | $10,483+13.1% | $13,901-14.7% | $6,918+71.3% |