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 | $258,291 | $109,881+135.1% | $150,045+72.1% | $84,808+204.6% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.1pp | 68.3%+4.9pp |
| Annual return | 15.42% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,977 | $3,561+95.9% | $4,693+48.7% | $2,631+165.2% |
| Participant deferral / active EE | $11,726 | $6,636+76.7% | $7,997+46.6% | $4,212+178.4% |
| Admin fee / account holder | $28,816 | $8,568+236.3% | $13,435+114.5% | $7,344+292.4% |