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 | $377,248 | $149,734+151.9% | $118,925+217.2% | $158,922+137.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 23.57% | 19.95%+3.6pp | 35.88%-12.3pp | 302.83%-279.3pp |
| Employer contribution / active EE | $6,250 | $4,115+51.9% | $3,263+91.6% | $4,761+31.3% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,704 | $8,603+1.2% | $6,581+32.3% | $11,246-22.6% |