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 | $308,150 | $109,413+181.6% | $156,263+97.2% | $84,808+263.4% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 17.42% | 20.18%-2.8pp | 59.47%-42.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,410 | $2,907+51.7% | $4,333+1.8% | $2,631+67.6% |
| Participant deferral / active EE | $5,532 | $4,590+20.5% | $6,158-10.2% | $4,212+31.3% |
| Admin fee / account holder | $4,771 | $9,357-49.0% | $14,255-66.5% | $7,344-35.0% |