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 | $253,746 | $98,750+157.0% | $149,696+69.5% | $79,858+217.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 17.46% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $10,363 | $3,216+222.2% | $4,644+123.1% | $2,471+319.4% |
| Participant deferral / active EE | $10,418 | $5,680+83.4% | $6,842+52.3% | $3,740+178.6% |
| Admin fee / account holder | $3,238 | $6,053-46.5% | $9,309-65.2% | $5,306-39.0% |