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 | $295,121 | $93,571+215.4% | $135,903+117.2% | $75,163+292.6% |
| Participation rate | 73.2% | 75.2%-2.0pp | 81.9%-8.7pp | 67.2%+6.0pp |
| Annual return | 19.31% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,031 | $3,537-70.8% | $4,856-78.8% | $2,670-61.4% |
| Participant deferral / active EE | $7,496 | $6,404+17.1% | $7,758-3.4% | $4,125+81.7% |
| Admin fee / account holder | $912 | $6,975-86.9% | $10,762-91.5% | $5,651-83.9% |