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 | $271,234 | $73,933+266.9% | $96,683+180.5% | $75,163+260.9% |
| Participation rate | 85.4% | 66.4%+18.9pp | 74.3%+11.0pp | 67.2%+18.2pp |
| Annual return | 14.98% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,427 | $2,928-17.1% | $3,737-35.0% | $2,670-9.1% |
| Participant deferral / active EE | $10,033 | $3,659+174.2% | $4,878+105.7% | $4,125+143.2% |
| Admin fee / account holder | $42,187 | $5,216+708.8% | $6,730+526.9% | $5,651+646.6% |