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 | $309,370 | $91,190+239.3% | $178,490+73.3% | $79,858+287.4% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.6pp | 69.6%+6.7pp |
| Annual return | 11.80% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,435 | $3,256+36.2% | $5,011-11.5% | $2,471+79.5% |
| Participant deferral / active EE | $7,922 | $3,236+144.8% | $5,202+52.3% | $3,740+111.8% |
| Admin fee / account holder | $21,912 | $6,751+224.6% | $13,984+56.7% | $5,306+312.9% |