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 | $310,284 | $89,355+247.3% | $141,162+119.8% | $72,985+325.1% |
| Participation rate | 78.7% | 75.1%+3.5pp | 82.5%-3.8pp | 69.5%+9.2pp |
| Annual return | 21.35% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,468 | $3,114+11.4% | $4,735-26.8% | $2,440+42.2% |
| Participant deferral / active EE | $8,298 | $5,418+53.2% | $6,709+23.7% | $3,607+130.0% |
| Admin fee / account holder | $7,831 | $5,958+31.4% | $10,261-23.7% | $5,124+52.8% |