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 | $292,059 | $91,190+220.3% | $178,490+63.6% | $79,858+265.7% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 14.88% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,596 | $3,256+10.5% | $5,011-28.2% | $2,471+45.6% |
| Participant deferral / active EE | $7,164 | $3,236+121.4% | $5,202+37.7% | $3,740+91.5% |
| Admin fee / account holder | $1,670 | $6,751-75.3% | $13,984-88.1% | $5,306-68.5% |