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 | $260,221 | $73,933+252.0% | $96,683+169.1% | $75,163+246.2% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 16.21% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $5,920 | $2,928+102.2% | $3,737+58.4% | $2,670+121.7% |
| Participant deferral / active EE | $9,678 | $3,659+164.5% | $4,878+98.4% | $4,125+134.6% |
| Admin fee / account holder | $21,581 | $5,216+313.7% | $6,730+220.7% | $5,651+281.9% |