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 | $257,131 | $101,069+154.4% | $81,478+215.6% | $147,584+74.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 18.69% | 32.40%-13.7pp | 38.78%-20.1pp | 578.55%-559.9pp |
| Employer contribution / active EE | $7,575 | $3,205+136.3% | $2,568+195.0% | $4,876+55.3% |
| Participant deferral / active EE | $9,063 | $4,242+113.7% | $3,537+156.3% | $5,439+66.6% |
| Admin fee / account holder | $3,386 | $5,812-41.7% | $4,561-25.8% | $10,885-68.9% |