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 | $354,905 | $146,267+142.6% | $197,124+80.0% | $82,448+330.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 86.7%-5.5pp | 68.1%+13.2pp |
| Annual return | 17.25% | 29.61%-12.4pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,148 | $4,723+9.0% | $6,227-17.3% | $2,551+101.8% |
| Participant deferral / active EE | $30,925 | $7,035+339.6% | $9,135+238.5% | $4,139+647.1% |
| Admin fee / account holder | $19,523 | $14,422+35.4% | $16,298+19.8% | $7,234+169.9% |