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 | $271,900 | $101,883+166.9% | $453,369-40.0% | $85,850+216.7% |
| Participation rate | 73.8% | 72.3%+1.5pp | 78.0%-4.2pp | 69.3%+4.5pp |
| Annual return | 15.22% | 25.38%-10.2pp | 64.40%-49.2pp | 318.53%-303.3pp |
| Employer contribution / active EE | $8,001 | $2,847+181.0% | $4,070+96.6% | $2,565+211.9% |
| Participant deferral / active EE | $14,724 | $4,782+207.9% | $6,209+137.1% | $3,952+272.6% |
| Admin fee / account holder | $42,274 | $5,706+640.9% | $11,209+277.1% | $6,260+575.3% |