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 | $419,450 | $112,881+271.6% | $90,951+361.2% | $158,922+163.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 12.34% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,736 | $2,893-5.4% | $2,122+28.9% | $4,761-42.5% |
| Participant deferral / active EE | $7,666 | $4,128+85.7% | $3,373+127.3% | $5,982+28.2% |
| Admin fee / account holder | $7,114 | $8,041-11.5% | $5,959+19.4% | $11,246-36.7% |