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 | $272,243 | $95,266+185.8% | $82,389+230.4% | $142,382+91.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 16.59% | 25.74%-9.2pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,367 | $2,991+12.6% | $2,517+33.8% | $4,299-21.7% |
| Participant deferral / active EE | $6,878 | $4,809+43.0% | $4,155+65.6% | $6,507+5.7% |
| Admin fee / account holder | $7,419 | $8,563-13.4% | $7,231+2.6% | $12,624-41.2% |