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 | $257,560 | $89,355+188.2% | $141,162+82.5% | $72,985+252.9% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.5%-10.0pp | 69.5%+3.0pp |
| Annual return | 28.00% | 111.85%-83.8pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $5,461 | $3,114+75.4% | $4,735+15.3% | $2,440+123.8% |
| Participant deferral / active EE | $9,562 | $5,418+76.5% | $6,709+42.5% | $3,607+165.1% |
| Admin fee / account holder | $3,114 | $5,958-47.7% | $10,261-69.7% | $5,124-39.2% |