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 | $279,962 | $89,355+213.3% | $141,162+98.3% | $72,985+283.6% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 20.29% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $5,326 | $3,114+71.0% | $4,735+12.5% | $2,440+118.3% |
| Participant deferral / active EE | $5,896 | $5,418+8.8% | $6,709-12.1% | $3,607+63.4% |
| Admin fee / account holder | $8,100 | $5,958+36.0% | $10,261-21.1% | $5,124+58.1% |