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 | $262,508 | $81,248+223.1% | $155,509+68.8% | $80,856+224.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 24.50% | 33.31%-8.8pp | 64.67%-40.2pp | 35.59%-11.1pp |
| Employer contribution / active EE | $4,769 | $3,100+53.8% | $4,672+2.1% | $2,755+73.1% |
| Participant deferral / active EE | $3,816 | $3,452+10.6% | $5,626-32.2% | $4,296-11.2% |
| Admin fee / account holder | $2,514 | $7,997-68.6% | $15,912-84.2% | $6,918-63.7% |