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 | $255,793 | $86,929+194.3% | $102,423+149.7% | $80,856+216.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.50% | 18.88%+1.6pp | 29.32%-8.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,532 | $2,369+6.9% | $3,023-16.2% | $2,755-8.1% |
| Participant deferral / active EE | $8,086 | $4,118+96.3% | $5,053+60.0% | $4,296+88.2% |
| Admin fee / account holder | $30,298 | $8,049+276.4% | $9,451+220.6% | $6,918+338.0% |