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 | $288,519 | $86,286+234.4% | $111,297+159.2% | $85,850+236.1% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 15.97% | 19.99%-4.0pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,074 | $2,043-47.4% | $2,731-60.7% | $2,565-58.1% |
| Participant deferral / active EE | $7,534 | $3,641+107.0% | $4,487+67.9% | $3,952+90.7% |
| Admin fee / account holder | $8,350 | $8,188+2.0% | $7,964+4.9% | $6,260+33.4% |