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 | $290,037 | $109,881+164.0% | $150,045+93.3% | $84,808+242.0% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,425 | $3,561+108.5% | $4,693+58.2% | $2,631+182.2% |
| Participant deferral / active EE | $10,533 | $6,636+58.7% | $7,997+31.7% | $4,212+150.1% |
| Admin fee / account holder | $6,794 | $8,568-20.7% | $13,435-49.4% | $7,344-7.5% |