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 | $310,271 | $123,793+150.6% | $177,821+74.5% | $79,858+288.5% |
| Participation rate | 85.3% | 84.7%+0.6pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 22.31% | 22.82%-0.5pp | 48.32%-26.0pp | 31.71%-9.4pp |
| Employer contribution / active EE | $3,760 | $4,095-8.2% | $5,918-36.5% | $2,471+52.2% |
| Participant deferral / active EE | $7,051 | $5,956+18.4% | $7,714-8.6% | $3,740+88.5% |
| Admin fee / account holder | $54,931 | $7,243+658.5% | $12,427+342.0% | $5,306+935.2% |