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 | $312,439 | $167,484+86.5% | $151,611+106.1% | $134,475+132.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 12.25% | 7.80%+4.5pp | 3.33%+8.9pp | 417.96%-405.7pp |
| Employer contribution / active EE | $1,806 | $6,829-73.6% | $6,166-70.7% | $4,740-61.9% |
| Participant deferral / active EE | $15,600 | $8,986+73.6% | $8,363+86.5% | $6,400+143.8% |
| Admin fee / account holder | $10,389 | $13,783-24.6% | $11,616-10.6% | $11,426-9.1% |