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 | $285,235 | $124,425+129.2% | $112,040+154.6% | $137,256+107.8% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 12.90% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,661 | $3,411+66.0% | $2,954+91.7% | $4,156+36.2% |
| Participant deferral / active EE | $15,424 | $5,718+169.7% | $5,098+202.6% | $6,407+140.7% |
| Admin fee / account holder | $3,227 | $15,207-78.8% | $12,098-73.3% | $12,270-73.7% |