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 | $340,547 | $109,359+211.4% | $162,163+110.0% | $72,985+366.6% |
| Participation rate | 82.8% | 84.3%-1.5pp | 87.6%-4.8pp | 69.5%+13.3pp |
| Annual return | 24.83% | 25.46%-0.6pp | 115.59%-90.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,570 | $3,907-8.6% | $5,614-36.4% | $2,440+46.3% |
| Participant deferral / active EE | $11,846 | $5,481+116.1% | $7,298+62.3% | $3,607+228.4% |
| Admin fee / account holder | $37,068 | $7,972+365.0% | $10,843+241.9% | $5,124+623.4% |