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 | $301,463 | $123,793+143.5% | $177,821+69.5% | $79,858+277.5% |
| Participation rate | 80.6% | 84.7%-4.1pp | 87.7%-7.1pp | 69.6%+11.0pp |
| Annual return | 12.44% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $11,383 | $4,095+178.0% | $5,918+92.3% | $2,471+360.7% |
| Participant deferral / active EE | $9,258 | $5,956+55.4% | $7,714+20.0% | $3,740+147.5% |
| Admin fee / account holder | $70,927 | $7,243+879.3% | $12,427+470.7% | $5,306+1236.7% |