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 | $273,727 | $97,125+181.8% | $86,233+217.4% | $137,256+99.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 15.79% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $565 | $2,841-80.1% | $2,504-77.4% | $4,156-86.4% |
| Participant deferral / active EE | $6,833 | $5,180+31.9% | $4,559+49.9% | $6,407+6.6% |
| Admin fee / account holder | $1,391 | $9,725-85.7% | $8,342-83.3% | $12,270-88.7% |