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 | $270,037 | $86,891+210.8% | $142,449+89.6% | $75,163+259.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.8%+3.2pp | 67.2%+12.8pp |
| Annual return | 14.28% | 23.31%-9.0pp | 19.99%-5.7pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,763 | $3,355+71.8% | $4,847+18.9% | $2,670+115.8% |
| Participant deferral / active EE | $8,700 | $4,938+76.2% | $6,283+38.5% | $4,125+110.9% |
| Admin fee / account holder | $10,278 | $7,299+40.8% | $10,011+2.7% | $5,651+81.9% |