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 | $259,309 | $81,248+219.2% | $155,509+66.7% | $80,856+220.7% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.3pp |
| Annual return | 13.04% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,719 | $3,100+20.0% | $4,672-20.4% | $2,755+35.0% |
| Participant deferral / active EE | $6,368 | $3,452+84.5% | $5,626+13.2% | $4,296+48.2% |
| Admin fee / account holder | $15,050 | $7,997+88.2% | $15,912-5.4% | $6,918+117.5% |