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 | $258,805 | $80,717+220.6% | $154,803+67.2% | $84,808+205.2% |
| Participation rate | 73.2% | 66.8%+6.4pp | 78.1%-4.9pp | 68.3%+4.9pp |
| Annual return | 14.09% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,082 | $2,761+47.8% | $4,305-5.2% | $2,631+55.2% |
| Participant deferral / active EE | $9,100 | $3,303+175.5% | $5,540+64.2% | $4,212+116.1% |
| Admin fee / account holder | $26,355 | $6,746+290.7% | $14,329+83.9% | $7,344+258.9% |