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 | $329,670 | $90,503+264.3% | $78,689+319.0% | $273,961+20.3% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 6.90% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $25,835 | $3,176+713.5% | $2,851+806.3% | $4,869+430.6% |
| Participant deferral / active EE | $4,554 | $3,901+16.7% | $3,517+29.5% | $5,287-13.9% |
| Admin fee / account holder | $3,698 | $5,263-29.7% | $4,510-18.0% | $10,132-63.5% |