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 | $280,057 | $77,899+259.5% | $149,673+87.1% | $75,163+272.6% |
| Participation rate | 76.5% | 65.6%+10.9pp | 78.8%-2.3pp | 67.2%+9.3pp |
| Annual return | 17.00% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,503 | $3,137+43.5% | $4,818-6.5% | $2,670+68.7% |
| Participant deferral / active EE | $9,913 | $3,411+190.6% | $5,680+74.5% | $4,125+140.3% |
| Admin fee / account holder | $22,082 | $5,956+270.7% | $13,210+67.2% | $5,651+290.8% |