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 | $458,066 | $154,117+197.2% | $129,995+252.4% | $139,434+228.5% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 13.23% | 32.48%-19.2pp | -137.18%+150.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $9,123 | $5,289+72.5% | $4,320+111.2% | $4,751+92.0% |
| Participant deferral / active EE | $15,322 | $6,710+128.3% | $5,820+163.3% | $6,710+128.3% |
| Admin fee / account holder | $56,205 | $14,007+301.3% | $10,614+429.5% | $11,403+392.9% |