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 | $256,561 | $81,248+215.8% | $155,509+65.0% | $80,856+217.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.14% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,564 | $3,100-17.3% | $4,672-45.1% | $2,755-6.9% |
| Participant deferral / active EE | $8,050 | $3,452+133.2% | $5,626+43.1% | $4,296+87.4% |
| Admin fee / account holder | $5,658 | $7,997-29.3% | $15,912-64.4% | $6,918-18.2% |