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 | $252,971 | $81,248+211.4% | $155,509+62.7% | $80,856+212.9% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 16.43% | 33.31%-16.9pp | 64.67%-48.2pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,000 | $3,100+29.0% | $4,672-14.4% | $2,755+45.2% |
| Participant deferral / active EE | $8,644 | $3,452+150.4% | $5,626+53.6% | $4,296+101.2% |
| Admin fee / account holder | $37,504 | $7,997+369.0% | $15,912+135.7% | $6,918+442.1% |