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 | $279,098 | $146,267+90.8% | $197,124+41.6% | $82,448+238.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 86.7%-9.8pp | 68.1%+8.9pp |
| Annual return | 15.37% | 29.61%-14.2pp | 44.34%-29.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,688 | $4,723-43.1% | $6,227-56.8% | $2,551+5.4% |
| Participant deferral / active EE | $8,891 | $7,035+26.4% | $9,135-2.7% | $4,139+114.8% |
| Admin fee / account holder | $15,692 | $14,422+8.8% | $16,298-3.7% | $7,234+116.9% |