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 | $271,731 | $95,803+183.6% | $113,168+140.1% | $84,808+220.4% |
| Participation rate | 73.1% | 72.9%+0.2pp | 76.6%-3.5pp | 68.3%+4.8pp |
| Annual return | 16.93% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,778 | $2,360+17.7% | $2,975-6.6% | $2,631+5.6% |
| Participant deferral / active EE | $6,600 | $4,242+55.6% | $5,107+29.2% | $4,212+56.7% |
| Admin fee / account holder | $5,164 | $8,989-42.6% | $12,068-57.2% | $7,344-29.7% |