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 | $258,056 | $89,355+188.8% | $141,162+82.8% | $72,985+253.6% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 20.47% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,081 | $3,114+31.0% | $4,735-13.8% | $2,440+67.3% |
| Participant deferral / active EE | $6,964 | $5,418+28.5% | $6,709+3.8% | $3,607+93.0% |
| Admin fee / account holder | $2,031 | $5,958-65.9% | $10,261-80.2% | $5,124-60.4% |