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 | $257,759 | $81,248+217.2% | $155,509+65.8% | $80,856+218.8% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 15.63% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,033 | $3,100-2.2% | $4,672-35.1% | $2,755+10.1% |
| Participant deferral / active EE | $9,391 | $3,452+172.1% | $5,626+66.9% | $4,296+118.6% |
| Admin fee / account holder | $40,038 | $7,997+400.6% | $15,912+151.6% | $6,918+478.7% |