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 | $365,960 | $109,413+234.5% | $156,263+134.2% | $84,808+331.5% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 12.78% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $4,650 | $2,907+60.0% | $4,333+7.3% | $2,631+76.7% |
| Participant deferral / active EE | $10,716 | $4,590+133.5% | $6,158+74.0% | $4,212+154.4% |
| Admin fee / account holder | $4,519 | $9,357-51.7% | $14,255-68.3% | $7,344-38.5% |