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 | $288,101 | $81,248+254.6% | $155,509+85.3% | $80,856+256.3% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.6%+20.9pp |
| Annual return | 15.75% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $12,662 | $3,100+308.4% | $4,672+171.0% | $2,755+359.6% |
| Participant deferral / active EE | $7,742 | $3,452+124.3% | $5,626+37.6% | $4,296+80.2% |
| Admin fee / account holder | $397 | $7,997-95.0% | $15,912-97.5% | $6,918-94.3% |