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 | $360,918 | $185,822+94.2% | $169,993+112.3% | $139,434+158.8% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 12.51% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,296 | $7,590-69.7% | $6,785-66.2% | $4,751-51.7% |
| Participant deferral / active EE | $7,027 | $11,622-39.5% | $10,408-32.5% | $6,710+4.7% |
| Admin fee / account holder | $37,489 | $15,381+143.7% | $12,815+192.5% | $11,403+228.8% |