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 | $402,235 | $175,202+129.6% | $149,673+168.7% | $139,434+188.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.05% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,250 | $5,474-58.9% | $4,818-53.3% | $4,751-52.6% |
| Participant deferral / active EE | $3,765 | $6,519-42.2% | $5,680-33.7% | $6,710-43.9% |
| Admin fee / account holder | $177,550 | $16,150+999.4% | $13,210+1244.1% | $11,403+1457.1% |