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 | $254,777 | $88,672+187.3% | $105,223+142.1% | $82,448+209.0% |
| Participation rate | 78.0% | 67.9%+10.1pp | 75.0%+3.0pp | 68.1%+10.0pp |
| Annual return | 14.71% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,503 | $3,048+47.7% | $3,689+22.1% | $2,551+76.5% |
| Participant deferral / active EE | $5,982 | $4,036+48.2% | $5,072+17.9% | $4,139+44.5% |
| Admin fee / account holder | $20,961 | $7,146+193.3% | $8,859+136.6% | $7,234+189.7% |