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 | $278,696 | $83,477+233.9% | $125,175+122.6% | $72,985+281.9% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 23.16% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $925 | $2,345-60.5% | $3,865-76.1% | $2,440-62.1% |
| Participant deferral / active EE | $7,426 | $3,585+107.1% | $4,937+50.4% | $3,607+105.9% |
| Admin fee / account holder | $36,459 | $5,517+560.8% | $9,702+275.8% | $5,124+611.5% |