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 | $305,954 | $148,978+105.4% | $200,582+52.5% | $84,808+260.8% |
| Participation rate | 73.0% | 84.2%-11.3pp | 86.9%-13.9pp | 68.3%+4.7pp |
| Annual return | 19.58% | 28.16%-8.6pp | 42.33%-22.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,867 | $4,815+21.8% | $6,419-8.6% | $2,631+123.0% |
| Participant deferral / active EE | $14,174 | $7,142+98.5% | $9,331+51.9% | $4,212+236.5% |
| Admin fee / account holder | $13,660 | $13,977-2.3% | $16,305-16.2% | $7,344+86.0% |