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 | $263,639 | $93,571+181.8% | $135,903+94.0% | $75,163+250.8% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 20.02% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,296 | $3,537-63.3% | $4,856-73.3% | $2,670-51.4% |
| Participant deferral / active EE | $13,812 | $6,404+115.7% | $7,758+78.0% | $4,125+234.8% |
| Admin fee / account holder | $3,210 | $6,975-54.0% | $10,762-70.2% | $5,651-43.2% |