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 | $279,245 | $83,902+232.8% | $167,512+66.7% | $84,808+229.3% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.1%-2.1pp | 68.3%+6.7pp |
| Annual return | 16.23% | 91.55%-75.3pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,765 | $2,264+66.3% | $3,882-3.0% | $2,631+43.1% |
| Participant deferral / active EE | $8,470 | $4,442+90.7% | $6,405+32.2% | $4,212+101.1% |
| Admin fee / account holder | $3,204 | $7,915-59.5% | $9,769-67.2% | $7,344-56.4% |