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 | $261,309 | $61,605+324.2% | $112,229+132.8% | $75,163+247.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.50% | 28.47%-11.0pp | 30.20%-12.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,397 | $2,015+18.9% | $3,430-30.1% | $2,670-10.2% |
| Participant deferral / active EE | $8,439 | $3,108+171.5% | $4,798+75.9% | $4,125+104.6% |
| Admin fee / account holder | $1,470 | $4,862-69.8% | $7,748-81.0% | $5,651-74.0% |