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 | $263,426 | $91,538+187.8% | $129,995+102.6% | $75,163+250.5% |
| Participation rate | 80.9% | 71.4%+9.4pp | 78.5%+2.4pp | 67.2%+13.7pp |
| Annual return | 16.00% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $11,391 | $2,845+300.3% | $4,320+163.7% | $2,670+326.7% |
| Participant deferral / active EE | $7,112 | $4,341+63.8% | $5,820+22.2% | $4,125+72.4% |
| Admin fee / account holder | $15,373 | $6,790+126.4% | $10,614+44.8% | $5,651+172.0% |