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 | $266,177 | $127,065+109.5% | $113,168+135.2% | $142,382+86.9% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 14.98% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,526 | $3,442+89.6% | $2,975+119.4% | $4,299+51.8% |
| Participant deferral / active EE | $11,531 | $5,716+101.7% | $5,107+125.8% | $6,507+77.2% |
| Admin fee / account holder | $25,173 | $15,736+60.0% | $12,068+108.6% | $12,624+99.4% |