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 | $253,309 | $59,101+328.6% | $77,163+228.3% | $75,163+237.0% |
| Participation rate | 87.5% | 63.9%+23.6pp | 69.6%+17.9pp | 67.2%+20.3pp |
| Annual return | 20.72% | 26.71%-6.0pp | 37.87%-17.2pp | 160.62%-139.9pp |
| Employer contribution / active EE | $5,388 | $1,995+170.0% | $2,535+112.6% | $2,670+101.8% |
| Participant deferral / active EE | $12,733 | $2,999+324.5% | $3,833+232.2% | $4,125+208.7% |
| Admin fee / account holder | $951 | $4,774-80.1% | $5,472-82.6% | $5,651-83.2% |