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 | $438,912 | $138,347+217.3% | $184,203+138.3% | $80,856+442.8% |
| Participation rate | 80.8% | 83.9%-3.1pp | 86.8%-6.0pp | 67.6%+13.1pp |
| Annual return | 16.89% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,163 | $4,850-55.4% | $6,427-66.3% | $2,755-21.5% |
| Participant deferral / active EE | $9,236 | $7,071+30.6% | $9,131+1.1% | $4,296+115.0% |
| Admin fee / account holder | $20,126 | $10,483+92.0% | $13,901+44.8% | $6,918+190.9% |