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 | $348,160 | $95,416+264.9% | $185,823+87.4% | $85,850+305.5% |
| Participation rate | 95.0% | 68.8%+26.2pp | 81.7%+13.3pp | 69.3%+25.7pp |
| Annual return | 16.30% | 23.59%-7.3pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $5,120 | $3,314+54.5% | $5,167-0.9% | $2,565+99.6% |
| Participant deferral / active EE | $4,400 | $3,423+28.5% | $5,568-21.0% | $3,952+11.4% |
| Admin fee / account holder | $2,131 | $7,213-70.5% | $16,237-86.9% | $6,260-66.0% |