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 | $272,381 | $109,881+147.9% | $150,045+81.5% | $84,808+221.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,033 | $3,561-14.8% | $4,693-35.4% | $2,631+15.3% |
| Participant deferral / active EE | $6,648 | $6,636+0.2% | $7,997-16.9% | $4,212+57.8% |
| Admin fee / account holder | $5,254 | $8,568-38.7% | $13,435-60.9% | $7,344-28.5% |