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 | $278,569 | $123,793+125.0% | $177,821+56.7% | $79,858+248.8% |
| Participation rate | 97.3% | 84.7%+12.6pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 27.37% | 22.82%+4.6pp | 48.32%-20.9pp | 31.71%-4.3pp |
| Employer contribution / active EE | $15,383 | $4,095+275.6% | $5,918+159.9% | $2,471+522.6% |
| Participant deferral / active EE | $16,570 | $5,956+178.2% | $7,714+114.8% | $3,740+343.0% |
| Admin fee / account holder | $4,173 | $7,243-42.4% | $12,427-66.4% | $5,306-21.4% |