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 | $264,917 | $77,899+240.1% | $149,673+77.0% | $75,163+252.5% |
| Participation rate | 89.0% | 65.6%+23.4pp | 78.8%+10.3pp | 67.2%+21.8pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,679 | $3,137-14.6% | $4,818-44.4% | $2,670+0.3% |
| Participant deferral / active EE | $7,329 | $3,411+114.9% | $5,680+29.0% | $4,125+77.7% |
| Admin fee / account holder | $6,625 | $5,956+11.2% | $13,210-49.8% | $5,651+17.2% |