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 | $349,157 | $71,050+391.4% | $93,606+273.0% | $80,856+331.8% |
| Participation rate | 77.3% | 60.4%+16.9pp | 68.7%+8.6pp | 67.6%+9.6pp |
| Annual return | 16.77% | 11.26%+5.5pp | 133.20%-116.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,031 | $1,564+157.8% | $2,420+66.6% | $2,755+46.3% |
| Participant deferral / active EE | $9,539 | $4,034+136.5% | $4,411+116.2% | $4,296+122.1% |
| Admin fee / account holder | $3,184 | $6,945-54.2% | $8,285-61.6% | $6,918-54.0% |