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 | $270,671 | $77,899+247.5% | $149,673+80.8% | $75,163+260.1% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 15.23% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,668 | $3,137-15.0% | $4,818-44.6% | $2,670-0.1% |
| Participant deferral / active EE | $9,657 | $3,411+183.1% | $5,680+70.0% | $4,125+134.1% |
| Admin fee / account holder | $931 | $5,956-84.4% | $13,210-93.0% | $5,651-83.5% |