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 | $264,104 | $117,983+123.8% | $101,794+159.5% | $142,382+85.5% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.2%+4.5pp | 80.1%-6.4pp |
| Annual return | 18.01% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,449 | $2,773+24.4% | $2,289+50.7% | $4,299-19.8% |
| Participant deferral / active EE | $7,293 | $4,714+54.7% | $4,084+78.6% | $6,507+12.1% |
| Admin fee / account holder | $2,052 | $10,433-80.3% | $8,777-76.6% | $12,624-83.7% |