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 | $302,579 | $109,413+176.5% | $156,263+93.6% | $84,808+256.8% |
| Participation rate | 89.1% | 72.7%+16.4pp | 78.9%+10.2pp | 68.3%+20.8pp |
| Annual return | 15.86% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,717 | $2,907-6.5% | $4,333-37.3% | $2,631+3.3% |
| Participant deferral / active EE | $11,105 | $4,590+142.0% | $6,158+80.3% | $4,212+163.7% |
| Admin fee / account holder | $3,331 | $9,357-64.4% | $14,255-76.6% | $7,344-54.6% |