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 | $269,473 | $89,355+201.6% | $141,162+90.9% | $72,985+269.2% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 19.54% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,562 | $3,114-49.9% | $4,735-67.0% | $2,440-36.0% |
| Participant deferral / active EE | $10,882 | $5,418+100.8% | $6,709+62.2% | $3,607+201.6% |
| Admin fee / account holder | $13,534 | $5,958+127.2% | $10,261+31.9% | $5,124+164.1% |