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 | $268,114 | $83,477+221.2% | $125,175+114.2% | $72,985+267.4% |
| Participation rate | 98.5% | 73.3%+25.2pp | 79.8%+18.7pp | 69.5%+29.0pp |
| Annual return | 25.52% | 25.78%-0.3pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $6,160 | $2,345+162.7% | $3,865+59.4% | $2,440+152.5% |
| Participant deferral / active EE | $7,491 | $3,585+108.9% | $4,937+51.7% | $3,607+107.7% |
| Admin fee / account holder | $4,866 | $5,517-11.8% | $9,702-49.9% | $5,124-5.1% |