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 | $263,669 | $109,881+140.0% | $150,045+75.7% | $84,808+210.9% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 16.79% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,122 | $3,561+43.8% | $4,693+9.1% | $2,631+94.7% |
| Participant deferral / active EE | $14,471 | $6,636+118.1% | $7,997+81.0% | $4,212+243.6% |
| Admin fee / account holder | $41,970 | $8,568+389.8% | $13,435+212.4% | $7,344+471.5% |