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 | $265,003 | $109,881+141.2% | $150,045+76.6% | $84,808+212.5% |
| Participation rate | 93.9% | 76.1%+17.9pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 16.79% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,465 | $3,561-30.8% | $4,693-47.5% | $2,631-6.3% |
| Participant deferral / active EE | $14,656 | $6,636+120.9% | $7,997+83.3% | $4,212+248.0% |
| Admin fee / account holder | $37,575 | $8,568+338.5% | $13,435+179.7% | $7,344+411.7% |