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 | $297,460 | $64,839+358.8% | $95,585+211.2% | $84,808+250.7% |
| Participation rate | 76.4% | 63.8%+12.5pp | 72.1%+4.3pp | 68.3%+8.1pp |
| Annual return | 14.25% | -670.96%+685.2pp | 38.56%-24.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,660 | $1,759+108.1% | $2,527+44.9% | $2,631+39.1% |
| Participant deferral / active EE | $8,608 | $2,965+190.3% | $4,023+114.0% | $4,212+104.4% |
| Admin fee / account holder | $36,784 | $5,964+516.7% | $6,127+500.3% | $7,344+400.9% |