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 | $281,593 | $148,978+89.0% | $200,582+40.4% | $84,808+232.0% |
| Participation rate | 98.0% | 84.2%+13.7pp | 86.9%+11.1pp | 68.3%+29.6pp |
| Annual return | 16.60% | 28.16%-11.6pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $11,140 | $4,815+131.3% | $6,419+73.5% | $2,631+323.4% |
| Participant deferral / active EE | $16,012 | $7,142+124.2% | $9,331+71.6% | $4,212+280.2% |
| Admin fee / account holder | $6,763 | $13,977-51.6% | $16,305-58.5% | $7,344-7.9% |