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 | $287,796 | $96,484+198.3% | $156,263+84.2% | $74,304+287.3% |
| Participation rate | 95.8% | 67.7%+28.2pp | 78.9%+16.9pp | 60.3%+35.5pp |
| Annual return | 15.90% | 17.73%-1.8pp | 59.47%-43.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $14,783 | $2,528+484.7% | $4,333+241.2% | $2,241+559.6% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5,559 | $3,728+49.1% | $14,255-61.0% | $2,969+87.2% |