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 | $304,094 | $117,983+157.7% | $101,794+198.7% | $142,382+113.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 14.98% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $22,185 | $2,773+700.1% | $2,289+869.2% | $4,299+416.0% |
| Participant deferral / active EE | $13,998 | $4,714+197.0% | $4,084+242.8% | $6,507+115.1% |
| Admin fee / account holder | $1,898 | $10,433-81.8% | $8,777-78.4% | $12,624-85.0% |