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 | $270,224 | $111,814+141.7% | $93,654+188.5% | $145,959+85.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.23% | 203.30%-191.1pp | 133.34%-121.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,542 | $3,092-17.8% | $2,421+5.0% | $4,661-45.5% |
| Participant deferral / active EE | $9,382 | $4,914+90.9% | $4,413+112.6% | $6,689+40.3% |
| Admin fee / account holder | $7,988 | $10,246-22.0% | $8,282-3.6% | $13,398-40.4% |