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 | $286,832 | $95,803+199.4% | $113,168+153.5% | $84,808+238.2% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 68.3%+2.8pp |
| Annual return | 14.86% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,468 | $2,360-37.8% | $2,975-50.7% | $2,631-44.2% |
| Participant deferral / active EE | $7,773 | $4,242+83.2% | $5,107+52.2% | $4,212+84.6% |
| Admin fee / account holder | $3,050 | $8,989-66.1% | $12,068-74.7% | $7,344-58.5% |