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 | $253,339 | $77,899+225.2% | $149,673+69.3% | $75,163+237.1% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 21.49% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $7,401 | $3,137+135.9% | $4,818+53.6% | $2,670+177.2% |
| Participant deferral / active EE | $8,204 | $3,411+140.5% | $5,680+44.4% | $4,125+98.9% |
| Admin fee / account holder | $15,818 | $5,956+165.6% | $13,210+19.7% | $5,651+179.9% |