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 | $261,437 | $91,190+186.7% | $178,490+46.5% | $79,858+227.4% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,516 | $3,256+69.4% | $5,011+10.1% | $2,471+123.2% |
| Participant deferral / active EE | $7,489 | $3,236+131.4% | $5,202+44.0% | $3,740+100.2% |
| Admin fee / account holder | $16,408 | $6,751+143.0% | $13,984+17.3% | $5,306+209.2% |