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 | $321,292 | $98,750+225.4% | $149,696+114.6% | $79,858+302.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 14.83% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,334 | $3,216-27.4% | $4,644-49.7% | $2,471-5.5% |
| Participant deferral / active EE | $6,722 | $5,680+18.3% | $6,842-1.8% | $3,740+79.7% |
| Admin fee / account holder | $32,349 | $6,053+434.5% | $9,309+247.5% | $5,306+509.6% |