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 | $270,041 | $89,753+200.9% | $107,525+151.1% | $84,808+218.4% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 17.13% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,039 | $3,113-34.5% | $3,754-45.7% | $2,631-22.5% |
| Participant deferral / active EE | $11,630 | $4,056+186.7% | $5,116+127.3% | $4,212+176.1% |
| Admin fee / account holder | $13,965 | $7,222+93.4% | $8,919+56.6% | $7,344+90.2% |