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 | $258,319 | $89,355+189.1% | $141,162+83.0% | $72,985+253.9% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 20.20% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,278 | $3,114-26.9% | $4,735-51.9% | $2,440-6.6% |
| Participant deferral / active EE | $7,817 | $5,418+44.3% | $6,709+16.5% | $3,607+116.7% |
| Admin fee / account holder | $14,299 | $5,958+140.0% | $10,261+39.3% | $5,124+179.0% |