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 | $275,497 | $80,968+240.3% | $96,544+185.4% | $75,163+266.5% |
| Participation rate | 73.6% | 71.8%+1.8pp | 76.0%-2.4pp | 67.2%+6.4pp |
| Annual return | 20.29% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.3pp |
| Employer contribution / active EE | $7,085 | $2,282+210.5% | $2,965+139.0% | $2,670+165.4% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $14,323 | $6,724+113.0% | $8,252+73.6% | $5,651+153.5% |