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 | $261,295 | $48,046+443.8% | $84,611+208.8% | $72,985+258.0% |
| Participation rate | 92.0% | 57.6%+34.4pp | 68.2%+23.8pp | 69.5%+22.5pp |
| Annual return | 20.05% | 37.38%-17.3pp | 258.74%-238.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,394 | $1,602+49.5% | $2,652-9.7% | $2,440-1.9% |
| Participant deferral / active EE | $11,379 | $2,680+324.5% | $3,899+191.9% | $3,607+215.4% |
| Admin fee / account holder | $27,981 | $3,395+724.3% | $4,912+469.6% | $5,124+446.0% |