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 | $256,444 | $108,825+135.6% | $156,181+64.2% | $82,448+211.0% |
| Participation rate | 88.2% | 72.4%+15.9pp | 78.8%+9.4pp | 68.1%+20.2pp |
| Annual return | 15.34% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $6,255 | $2,870+118.0% | $4,294+45.7% | $2,551+145.2% |
| Participant deferral / active EE | $10,859 | $4,577+137.2% | $6,132+77.1% | $4,139+162.3% |
| Admin fee / account holder | $34,988 | $9,341+274.6% | $14,586+139.9% | $7,234+383.6% |