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 | $267,643 | $109,359+144.7% | $162,163+65.0% | $72,985+266.7% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 19.95% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.1pp |
| Employer contribution / active EE | $5,621 | $3,907+43.8% | $5,614+0.1% | $2,440+130.4% |
| Participant deferral / active EE | $12,261 | $5,481+123.7% | $7,298+68.0% | $3,607+239.9% |
| Admin fee / account holder | $98,412 | $7,972+1134.5% | $10,843+807.6% | $5,124+1820.5% |