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 | $425,254 | $109,881+287.0% | $150,045+183.4% | $84,808+401.4% |
| Participation rate | 78.7% | 76.1%+2.6pp | 82.3%-3.6pp | 68.3%+10.4pp |
| Annual return | 14.16% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,713 | $3,561+60.4% | $4,693+21.7% | $2,631+117.2% |
| Participant deferral / active EE | $9,209 | $6,636+38.8% | $7,997+15.2% | $4,212+118.7% |
| Admin fee / account holder | $35,542 | $8,568+314.8% | $13,435+164.6% | $7,344+384.0% |