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 | $275,938 | $101,069+173.0% | $81,478+238.7% | $147,584+87.0% |
| Participation rate | 95.0% | 74.5%+20.5pp | 68.0%+27.0pp | 82.8%+12.2pp |
| Annual return | 12.51% | 32.40%-19.9pp | 38.78%-26.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,263 | $3,205-60.6% | $2,568-50.8% | $4,876-74.1% |
| Participant deferral / active EE | $9,567 | $4,242+125.5% | $3,537+170.5% | $5,439+75.9% |
| Admin fee / account holder | $42,833 | $5,812+637.0% | $4,561+839.1% | $10,885+293.5% |