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 | $285,907 | $96,484+196.3% | $75,886+276.8% | $152,861+87.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 26.23% | 33.98%-7.7pp | 30.76%-4.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,953 | $3,309-41.0% | $2,500-21.9% | $4,762-59.0% |
| Participant deferral / active EE | $7,370 | $4,553+61.9% | $3,603+104.6% | $5,850+26.0% |
| Admin fee / account holder | $137,669 | $8,078+1604.2% | $5,418+2440.8% | $11,596+1087.2% |