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 | $323,949 | $138,385+134.1% | $184,200+75.9% | $80,874+300.6% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 12.05% | 20.02%-8.0pp | 28.80%-16.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $9,939 | $4,849+104.9% | $6,424+54.7% | $2,756+260.7% |
| Participant deferral / active EE | $9,325 | $7,073+31.9% | $9,132+2.1% | $4,297+117.0% |
| Admin fee / account holder | $4,358 | $10,483-58.4% | $13,907-68.7% | $6,935-37.2% |