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 | $254,390 | $91,407+178.3% | $135,903+87.2% | $71,457+256.0% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 16.49% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $4,528 | $3,703+22.3% | $4,856-6.8% | $2,588+75.0% |
| Participant deferral / active EE | $10,319 | $7,092+45.5% | $7,758+33.0% | $4,289+140.6% |
| Admin fee / account holder | $25,013 | $1,266+1876.1% | $10,762+132.4% | $1,587+1475.8% |