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 | $250,970 | $89,355+180.9% | $141,162+77.8% | $72,985+243.9% |
| Participation rate | 87.8% | 75.1%+12.7pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 20.56% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $6,085 | $3,114+95.4% | $4,735+28.5% | $2,440+149.4% |
| Participant deferral / active EE | $8,014 | $5,418+47.9% | $6,709+19.5% | $3,607+122.2% |
| Admin fee / account holder | $28,948 | $5,958+385.9% | $10,261+182.1% | $5,124+464.9% |