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 | $266,350 | $77,314+244.5% | $177,989+49.6% | $80,856+229.4% |
| Participation rate | 89.7% | 65.7%+24.0pp | 77.1%+12.6pp | 67.6%+22.0pp |
| Annual return | 13.80% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,065 | $2,292+33.7% | $3,949-22.4% | $2,755+11.2% |
| Participant deferral / active EE | $7,669 | $4,411+73.9% | $6,276+22.2% | $4,296+78.5% |
| Admin fee / account holder | $5,744 | $7,191-20.1% | $10,363-44.6% | $6,918-17.0% |