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 | $280,033 | $101,763+175.2% | $164,866+69.9% | $80,874+246.3% |
| Participation rate | 75.9% | 71.8%+4.0pp | 78.6%-2.7pp | 67.6%+8.2pp |
| Annual return | 35.74% | 16.73%+19.0pp | 69.97%-34.2pp | 35.62%+0.1pp |
| Employer contribution / active EE | $2,568 | $2,954-13.1% | $4,343-40.9% | $2,756-6.8% |
| Participant deferral / active EE | $6,745 | $4,477+50.7% | $6,033+11.8% | $4,297+57.0% |
| Admin fee / account holder | $1,281 | $8,228-84.4% | $12,689-89.9% | $6,935-81.5% |