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 | $278,102 | $98,750+181.6% | $149,696+85.8% | $79,858+248.2% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.5%-7.0pp | 69.6%+5.9pp |
| Annual return | 25.68% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $5,407 | $3,216+68.1% | $4,644+16.4% | $2,471+118.8% |
| Participant deferral / active EE | $8,444 | $5,680+48.7% | $6,842+23.4% | $3,740+125.8% |
| Admin fee / account holder | $2,956 | $6,053-51.2% | $9,309-68.2% | $5,306-44.3% |