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 | $300,066 | $91,190+229.1% | $178,490+68.1% | $79,858+275.7% |
| Participation rate | 91.1% | 69.2%+21.9pp | 81.9%+9.2pp | 69.6%+21.5pp |
| Annual return | 25.43% | 24.19%+1.2pp | 151.07%-125.6pp | 31.71%-6.3pp |
| Employer contribution / active EE | $4,538 | $3,256+39.4% | $5,011-9.4% | $2,471+83.7% |
| Participant deferral / active EE | $5,754 | $3,236+77.8% | $5,202+10.6% | $3,740+53.9% |
| Admin fee / account holder | $5,131 | $6,751-24.0% | $13,984-63.3% | $5,306-3.3% |