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 | $278,218 | $89,355+211.4% | $141,162+97.1% | $72,985+281.2% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 20.75% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,750 | $3,114+84.6% | $4,735+21.4% | $2,440+135.7% |
| Participant deferral / active EE | $5,447 | $5,418+0.5% | $6,709-18.8% | $3,607+51.0% |
| Admin fee / account holder | $6,554 | $5,958+10.0% | $10,261-36.1% | $5,124+27.9% |