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 | $325,950 | $109,881+196.6% | $150,045+117.2% | $84,808+284.3% |
| Participation rate | 72.2% | 76.1%-3.9pp | 82.3%-10.1pp | 68.3%+3.9pp |
| Annual return | 15.06% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,989 | $3,561+12.0% | $4,693-15.0% | $2,631+51.6% |
| Participant deferral / active EE | $10,386 | $6,636+56.5% | $7,997+29.9% | $4,212+146.6% |
| Admin fee / account holder | $52,635 | $8,568+514.3% | $13,435+291.8% | $7,344+616.7% |