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 | $265,570 | $109,359+142.8% | $162,163+63.8% | $72,985+263.9% |
| Participation rate | 93.2% | 84.3%+9.0pp | 87.6%+5.7pp | 69.5%+23.8pp |
| Annual return | 20.81% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $16,975 | $3,907+334.4% | $5,614+202.4% | $2,440+595.7% |
| Participant deferral / active EE | $17,004 | $5,481+210.2% | $7,298+133.0% | $3,607+371.4% |
| Admin fee / account holder | $4,415 | $7,972-44.6% | $10,843-59.3% | $5,124-13.8% |