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 | $258,307 | $107,452+140.4% | $91,541+182.2% | $142,382+81.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 17.14% | 22.06%-4.9pp | 20.50%-3.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,256 | $2,994+75.5% | $2,505+109.8% | $4,299+22.3% |
| Participant deferral / active EE | $11,593 | $4,754+143.8% | $4,008+189.3% | $6,507+78.2% |
| Admin fee / account holder | $38,684 | $8,834+337.9% | $6,956+456.1% | $12,624+206.4% |