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 | $278,407 | $148,978+86.9% | $200,582+38.8% | $84,808+228.3% |
| Participation rate | 89.4% | 84.2%+5.1pp | 86.9%+2.5pp | 68.3%+21.1pp |
| Annual return | 14.84% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,839 | $4,815+21.3% | $6,419-9.0% | $2,631+121.9% |
| Participant deferral / active EE | $14,423 | $7,142+101.9% | $9,331+54.6% | $4,212+242.5% |
| Admin fee / account holder | $1,584 | $13,977-88.7% | $16,305-90.3% | $7,344-78.4% |