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 | $327,237 | $127,065+157.5% | $113,168+189.2% | $142,382+129.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 17.53% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $8,419 | $3,442+144.6% | $2,975+183.0% | $4,299+95.8% |
| Participant deferral / active EE | $5,612 | $5,716-1.8% | $5,107+9.9% | $6,507-13.8% |
| Admin fee / account holder | $1,719 | $15,736-89.1% | $12,068-85.8% | $12,624-86.4% |