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 | $532,781 | $118,450+349.8% | $98,439+441.2% | $139,434+282.1% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 19.27% | 18.94%+0.3pp | 21.16%-1.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,303 | $3,609-36.2% | $3,048-24.4% | $4,751-51.5% |
| Participant deferral / active EE | $5,051 | $5,392-6.3% | $4,738+6.6% | $6,710-24.7% |
| Admin fee / account holder | $3,069 | $14,026-78.1% | $8,948-65.7% | $11,403-73.1% |