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 | $345,202 | $109,881+214.2% | $150,045+130.1% | $84,808+307.0% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 15.90% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $7,477 | $3,561+110.0% | $4,693+59.3% | $2,631+184.2% |
| Participant deferral / active EE | $7,241 | $6,636+9.1% | $7,997-9.5% | $4,212+71.9% |
| Admin fee / account holder | $719 | $8,568-91.6% | $13,435-94.7% | $7,344-90.2% |