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 | $260,254 | $91,538+184.3% | $129,995+100.2% | $75,163+246.3% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 15.96% | -631.11%+647.1pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,006 | $2,845+40.8% | $4,320-7.3% | $2,670+50.0% |
| Participant deferral / active EE | $8,243 | $4,341+89.9% | $5,820+41.6% | $4,125+99.8% |
| Admin fee / account holder | $5,054 | $6,790-25.6% | $10,614-52.4% | $5,651-10.6% |