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 | $289,247 | $118,680+143.7% | $98,907+192.4% | $158,922+82.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 6.53% | 372.35%-365.8pp | 196.43%-189.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,381 | $3,333-28.6% | $2,689-11.5% | $4,761-50.0% |
| Participant deferral / active EE | $12,250 | $5,088+140.8% | $4,244+188.6% | $5,982+104.8% |
| Admin fee / account holder | $1,614 | $10,131-84.1% | $6,642-75.7% | $11,246-85.6% |