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 | $257,708 | $58,512+340.4% | $84,015+206.7% | $72,985+253.1% |
| Participation rate | 76.5% | 61.2%+15.2pp | 69.0%+7.5pp | 69.5%+7.0pp |
| Annual return | 20.56% | 28.93%-8.4pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,664 | $1,163+129.1% | $1,983+34.3% | $2,440+9.2% |
| Participant deferral / active EE | $6,900 | $2,394+188.3% | $3,239+113.1% | $3,607+91.3% |
| Admin fee / account holder | $7,460 | $4,569+63.3% | $6,101+22.3% | $5,124+45.6% |