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 | $267,460 | $105,181+154.3% | $159,436+67.8% | $85,850+211.5% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 16.87% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $8,414 | $3,318+153.6% | $4,829+74.2% | $2,565+228.0% |
| Participant deferral / active EE | $11,482 | $5,945+93.1% | $7,352+56.2% | $3,952+190.5% |
| Admin fee / account holder | $5,242 | $6,933-24.4% | $10,799-51.5% | $6,260-16.3% |