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 | $339,127 | $148,978+127.6% | $200,582+69.1% | $84,808+299.9% |
| Participation rate | 85.3% | 84.2%+1.1pp | 86.9%-1.6pp | 68.3%+17.0pp |
| Annual return | 16.55% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,816 | $4,815+62.3% | $6,419+21.8% | $2,631+197.1% |
| Participant deferral / active EE | $12,259 | $7,142+71.6% | $9,331+31.4% | $4,212+191.1% |
| Admin fee / account holder | $45,942 | $13,977+228.7% | $16,305+181.8% | $7,344+525.6% |