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 | $256,806 | $109,881+133.7% | $150,045+71.2% | $84,808+202.8% |
| Participation rate | 75.7% | 76.1%-0.4pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 17.26% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,789 | $3,561-21.7% | $4,693-40.6% | $2,631+6.0% |
| Participant deferral / active EE | $8,096 | $6,636+22.0% | $7,997+1.2% | $4,212+92.2% |
| Admin fee / account holder | $1,761 | $8,568-79.4% | $13,435-86.9% | $7,344-76.0% |