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 | $255,831 | $83,477+206.5% | $125,175+104.4% | $72,985+250.5% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.5%+15.7pp |
| Annual return | 22.63% | 25.78%-3.1pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $7,052 | $2,345+200.7% | $3,865+82.4% | $2,440+189.0% |
| Participant deferral / active EE | $10,988 | $3,585+206.5% | $4,937+122.6% | $3,607+204.6% |
| Admin fee / account holder | $14,461 | $5,517+162.1% | $9,702+49.1% | $5,124+182.2% |