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 | $326,832 | $97,125+236.5% | $86,233+279.0% | $137,256+138.1% |
| Participation rate | 78.9% | 74.2%+4.8pp | 69.0%+9.9pp | 80.0%-1.0pp |
| Annual return | 16.99% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,065 | $2,841-62.5% | $2,504-57.5% | $4,156-74.4% |
| Participant deferral / active EE | $7,552 | $5,180+45.8% | $4,559+65.6% | $6,407+17.9% |
| Admin fee / account holder | $2,476 | $9,725-74.5% | $8,342-70.3% | $12,270-79.8% |