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 | $383,545 | $95,266+302.6% | $82,389+365.5% | $142,382+169.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 16.42% | 25.74%-9.3pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,908 | $2,991-2.8% | $2,517+15.5% | $4,299-32.4% |
| Participant deferral / active EE | $10,258 | $4,809+113.3% | $4,155+146.9% | $6,507+57.6% |
| Admin fee / account holder | $8,430 | $8,563-1.6% | $7,231+16.6% | $12,624-33.2% |