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 | $275,218 | $89,355+208.0% | $141,162+95.0% | $72,985+277.1% |
| Participation rate | 83.7% | 75.1%+8.6pp | 82.5%+1.2pp | 69.5%+14.2pp |
| Annual return | 21.05% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,524 | $3,114+13.1% | $4,735-25.6% | $2,440+44.4% |
| Participant deferral / active EE | $12,688 | $5,418+134.2% | $6,709+89.1% | $3,607+251.7% |
| Admin fee / account holder | $94,514 | $5,958+1486.3% | $10,261+821.1% | $5,124+1744.4% |