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 | $269,608 | $98,750+173.0% | $149,696+80.1% | $79,858+237.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 13.41% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,171 | $3,216+29.7% | $4,644-10.2% | $2,471+68.8% |
| Participant deferral / active EE | $7,739 | $5,680+36.3% | $6,842+13.1% | $3,740+106.9% |
| Admin fee / account holder | $7,482 | $6,053+23.6% | $9,309-19.6% | $5,306+41.0% |