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 | $250,648 | $81,248+208.5% | $155,509+61.2% | $80,856+210.0% |
| Participation rate | 70.6% | 66.2%+4.4pp | 78.2%-7.6pp | 67.6%+3.0pp |
| Annual return | 14.13% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,893 | $3,100+90.1% | $4,672+26.1% | $2,755+113.9% |
| Participant deferral / active EE | $7,643 | $3,452+121.4% | $5,626+35.8% | $4,296+77.9% |
| Admin fee / account holder | $72,486 | $7,997+806.4% | $15,912+355.5% | $6,918+947.8% |