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 | $265,537 | $86,286+207.7% | $111,297+138.6% | $85,850+209.3% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 17.64% | 19.99%-2.3pp | 54.65%-37.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,522 | $2,043-25.5% | $2,731-44.3% | $2,565-40.7% |
| Participant deferral / active EE | $6,594 | $3,641+81.1% | $4,487+46.9% | $3,952+66.9% |
| Admin fee / account holder | $10,040 | $8,188+22.6% | $7,964+26.1% | $6,260+60.4% |