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 | $272,568 | $84,233+223.6% | $170,442+59.9% | $70,131+288.7% |
| Participation rate | 74.5% | 70.8%+3.6pp | 83.6%-9.1pp | 69.5%+4.9pp |
| Annual return | 24.83% | 23.06%+1.8pp | 205.93%-181.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $1,489 | $3,387-56.0% | $5,433-72.6% | $2,342-36.4% |
| Participant deferral / active EE | $3,577 | $3,086+15.9% | $4,939-27.6% | $3,332+7.4% |
| Admin fee / account holder | $4,541 | $5,698-20.3% | $13,880-67.3% | $4,645-2.2% |