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 | $284,405 | $99,341+186.3% | $84,750+235.6% | $273,961+3.8% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 16.49% | 22.93%-6.4pp | 22.78%-6.3pp | 41.45%-25.0pp |
| Employer contribution / active EE | $6,818 | $4,214+61.8% | $3,574+90.8% | $4,869+40.0% |
| Participant deferral / active EE | $7,833 | $4,269+83.5% | $3,712+111.0% | $5,287+48.1% |
| Admin fee / account holder | $3,129 | $6,644-52.9% | $5,332-41.3% | $10,132-69.1% |