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 | $270,063 | $61,774+337.2% | $97,226+177.8% | $80,856+234.0% |
| Participation rate | 79.6% | 63.5%+16.1pp | 72.7%+6.9pp | 67.6%+12.0pp |
| Annual return | 16.68% | -557.90%+574.6pp | 75.13%-58.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,305 | $1,837+80.0% | $2,729+21.1% | $2,755+20.0% |
| Participant deferral / active EE | $8,517 | $3,029+181.2% | $4,264+99.7% | $4,296+98.3% |
| Admin fee / account holder | $4,925 | $5,166-4.7% | $5,654-12.9% | $6,918-28.8% |