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 | $305,910 | $68,719+345.2% | $91,541+234.2% | $84,808+260.7% |
| Participation rate | 89.5% | 64.5%+25.0pp | 69.8%+19.7pp | 68.3%+21.2pp |
| Annual return | 16.42% | 19.12%-2.7pp | 20.50%-4.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,582 | $1,920+86.6% | $2,505+43.0% | $2,631+36.1% |
| Participant deferral / active EE | $5,850 | $3,136+86.6% | $4,008+46.0% | $4,212+38.9% |
| Admin fee / account holder | $13,373 | $5,786+131.1% | $6,956+92.2% | $7,344+82.1% |