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 | $252,068 | $85,202+195.8% | $172,739+45.9% | $72,985+245.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.14% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,706 | $3,324+41.6% | $5,143-8.5% | $2,440+92.9% |
| Participant deferral / active EE | $6,036 | $3,260+85.1% | $5,198+16.1% | $3,607+67.3% |
| Admin fee / account holder | $3,783 | $5,884-35.7% | $13,954-72.9% | $5,124-26.2% |