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 | $370,631 | $65,365+467.0% | $92,893+299.0% | $72,985+407.8% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 17.96% | 42.10%-24.1pp | 109.41%-91.5pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,508 | $2,594+35.2% | $3,653-4.0% | $2,440+43.8% |
| Participant deferral / active EE | $8,710 | $3,128+178.4% | $4,236+105.6% | $3,607+141.4% |
| Admin fee / account holder | $26,391 | $4,251+520.8% | $5,794+355.5% | $5,124+415.0% |