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 | $256,054 | $89,355+186.6% | $141,162+81.4% | $72,985+250.8% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 22.70% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,834 | $3,114+55.2% | $4,735+2.1% | $2,440+98.1% |
| Participant deferral / active EE | $9,928 | $5,418+83.2% | $6,709+48.0% | $3,607+175.2% |
| Admin fee / account holder | $26,221 | $5,958+340.1% | $10,261+155.5% | $5,124+411.7% |