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 | $405,243 | $98,750+310.4% | $149,696+170.7% | $79,858+407.5% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 18.60% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,899 | $3,216-40.9% | $4,644-59.1% | $2,471-23.1% |
| Participant deferral / active EE | $6,836 | $5,680+20.4% | $6,842-0.1% | $3,740+82.8% |
| Admin fee / account holder | $4,641 | $6,053-23.3% | $9,309-50.1% | $5,306-12.5% |