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 | $264,271 | $109,881+140.5% | $150,045+76.1% | $84,808+211.6% |
| Participation rate | 72.9% | 76.1%-3.2pp | 82.3%-9.4pp | 68.3%+4.6pp |
| Annual return | 19.66% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,166 | $3,561-11.1% | $4,693-32.5% | $2,631+20.3% |
| Participant deferral / active EE | $8,431 | $6,636+27.1% | $7,997+5.4% | $4,212+100.2% |
| Admin fee / account holder | $8,001 | $8,568-6.6% | $13,435-40.4% | $7,344+9.0% |