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 | $332,303 | $117,983+181.7% | $101,794+226.4% | $142,382+133.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 34.20% | 36.92%-2.7pp | 30.53%+3.7pp | 217.08%-182.9pp |
| Employer contribution / active EE | $3,590 | $2,773+29.5% | $2,289+56.8% | $4,299-16.5% |
| Participant deferral / active EE | $5,655 | $4,714+20.0% | $4,084+38.5% | $6,507-13.1% |
| Admin fee / account holder | $8,042 | $10,433-22.9% | $8,777-8.4% | $12,624-36.3% |