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 | $264,722 | $93,373+183.5% | $152,466+73.6% | $85,850+208.4% |
| Participation rate | 97.3% | 70.1%+27.2pp | 78.2%+19.1pp | 69.3%+28.0pp |
| Annual return | 17.65% | 21.84%-4.2pp | 757.33%-739.7pp | 318.53%-300.9pp |
| Employer contribution / active EE | $3,410 | $2,996+13.8% | $4,327-21.2% | $2,565+32.9% |
| Participant deferral / active EE | $11,001 | $4,550+141.8% | $5,820+89.0% | $3,952+178.4% |
| Admin fee / account holder | $46,709 | $13,853+237.2% | $15,805+195.5% | $6,260+646.2% |