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 | $274,883 | $92,985+195.6% | $153,485+79.1% | $80,856+240.0% |
| Participation rate | 89.2% | 69.0%+20.2pp | 77.1%+12.1pp | 67.6%+21.6pp |
| Annual return | 15.21% | 19.95%-4.7pp | 15.65%-0.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $7,038 | $3,507+100.7% | $5,039+39.7% | $2,755+155.5% |
| Participant deferral / active EE | $9,572 | $5,178+84.9% | $6,757+41.7% | $4,296+122.8% |
| Admin fee / account holder | $33,752 | $8,880+280.1% | $12,724+165.2% | $6,918+387.9% |