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 | $253,313 | $89,355+183.5% | $141,162+79.4% | $72,985+247.1% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 21.87% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $8,534 | $3,114+174.0% | $4,735+80.2% | $2,440+249.8% |
| Participant deferral / active EE | $6,123 | $5,418+13.0% | $6,709-8.7% | $3,607+69.7% |
| Admin fee / account holder | $22,241 | $5,958+273.3% | $10,261+116.8% | $5,124+334.0% |