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 | $257,849 | $89,355+188.6% | $141,162+82.7% | $72,985+253.3% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 19.88% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,856 | $3,114-8.3% | $4,735-39.7% | $2,440+17.1% |
| Participant deferral / active EE | $6,101 | $5,418+12.6% | $6,709-9.1% | $3,607+69.1% |
| Admin fee / account holder | $5,606 | $5,958-5.9% | $10,261-45.4% | $5,124+9.4% |