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 | $303,958 | $81,460+273.1% | $103,333+194.2% | $80,856+275.9% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | 18.02% | 25.55%-7.5pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,031 | $3,105-34.6% | $3,868-47.5% | $2,755-26.3% |
| Participant deferral / active EE | $10,801 | $3,869+179.2% | $5,057+113.6% | $4,296+151.4% |
| Admin fee / account holder | $3,947 | $6,566-39.9% | $8,355-52.8% | $6,918-42.9% |