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 | $319,198 | $70,428+353.2% | $96,562+230.6% | $85,850+271.8% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 16.13% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,400 | $1,413+69.9% | $2,356+1.8% | $2,565-6.4% |
| Participant deferral / active EE | $5,311 | $2,894+83.5% | $3,849+38.0% | $3,952+34.4% |
| Admin fee / account holder | $11,566 | $4,997+131.5% | $6,181+87.1% | $6,260+84.8% |