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 | $284,973 | $89,753+217.5% | $107,525+165.0% | $84,808+236.0% |
| Participation rate | 81.6% | 68.1%+13.6pp | 75.1%+6.6pp | 68.3%+13.3pp |
| Annual return | 14.81% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,604 | $3,113-16.4% | $3,754-30.6% | $2,631-1.0% |
| Participant deferral / active EE | $10,416 | $4,056+156.8% | $5,116+103.6% | $4,212+147.3% |
| Admin fee / account holder | $20,360 | $7,222+181.9% | $8,919+128.3% | $7,344+177.2% |