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 | $344,679 | $76,552+350.3% | $123,892+178.2% | $62,891+448.1% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 9.18% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $10,562 | $2,883+266.4% | $4,617+128.8% | $2,281+363.1% |
| Participant deferral / active EE | $9,138 | $4,840+88.8% | $5,984+52.7% | $3,203+185.3% |
| Admin fee / account holder | $1,951 | $4,826-59.6% | $8,357-76.7% | $4,296-54.6% |