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 | $304,354 | $93,571+225.3% | $135,903+123.9% | $75,163+304.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 20.28% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,612 | $3,537-54.4% | $4,856-66.8% | $2,670-39.6% |
| Participant deferral / active EE | $9,837 | $6,404+53.6% | $7,758+26.8% | $4,125+138.5% |
| Admin fee / account holder | $4,634 | $6,975-33.6% | $10,762-56.9% | $5,651-18.0% |