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 | $252,820 | $95,416+165.0% | $185,823+36.1% | $85,850+194.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 26.46% | 23.59%+2.9pp | 122.05%-95.6pp | 318.53%-292.1pp |
| Employer contribution / active EE | $3,263 | $3,314-1.5% | $5,167-36.9% | $2,565+27.2% |
| Participant deferral / active EE | $6,028 | $3,423+76.1% | $5,568+8.3% | $3,952+52.5% |
| Admin fee / account holder | $11,760 | $7,213+63.0% | $16,237-27.6% | $6,260+87.9% |