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 | $274,377 | $98,463+178.7% | $119,258+130.1% | $85,850+219.6% |
| Participation rate | 91.7% | 77.6%+14.1pp | 82.7%+8.9pp | 69.3%+22.4pp |
| Annual return | 14.56% | 38.53%-24.0pp | 30.69%-16.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,711 | $3,698+27.4% | $4,384+7.5% | $2,565+83.7% |
| Participant deferral / active EE | $7,184 | $4,942+45.4% | $6,111+17.6% | $3,952+81.8% |
| Admin fee / account holder | $5,794 | $7,493-22.7% | $7,226-19.8% | $6,260-7.4% |