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 | $259,874 | $86,286+201.2% | $111,297+133.5% | $85,850+202.7% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 18.10% | 19.99%-1.9pp | 54.65%-36.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $963 | $2,043-52.9% | $2,731-64.7% | $2,565-62.4% |
| Participant deferral / active EE | $7,092 | $3,641+94.8% | $4,487+58.0% | $3,952+79.5% |
| Admin fee / account holder | $34,496 | $8,188+321.3% | $7,964+333.2% | $6,260+451.1% |