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 | $257,774 | $98,750+161.0% | $149,696+72.2% | $79,858+222.8% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.8pp |
| Annual return | 16.56% | 27.43%-10.9pp | 276.60%-260.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,534 | $3,216+9.9% | $4,644-23.9% | $2,471+43.0% |
| Participant deferral / active EE | $7,428 | $5,680+30.8% | $6,842+8.6% | $3,740+98.6% |
| Admin fee / account holder | $23,219 | $6,053+283.6% | $9,309+149.4% | $5,306+337.6% |