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 | $267,863 | $81,248+229.7% | $155,509+72.2% | $80,856+231.3% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 18.39% | 33.31%-14.9pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $6,267 | $3,100+102.1% | $4,672+34.1% | $2,755+127.5% |
| Participant deferral / active EE | $6,192 | $3,452+79.4% | $5,626+10.1% | $4,296+44.1% |
| Admin fee / account holder | $13,698 | $7,997+71.3% | $15,912-13.9% | $6,918+98.0% |