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 | $344,167 | $148,978+131.0% | $200,582+71.6% | $84,808+305.8% |
| Participation rate | 95.3% | 84.2%+11.1pp | 86.9%+8.5pp | 68.3%+27.0pp |
| Annual return | 16.86% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,079 | $4,815+47.0% | $6,419+10.3% | $2,631+169.1% |
| Participant deferral / active EE | $20,464 | $7,142+186.5% | $9,331+119.3% | $4,212+385.9% |
| Admin fee / account holder | $18,836 | $13,977+34.8% | $16,305+15.5% | $7,344+156.5% |