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 | $406,764 | $78,926+415.4% | $136,749+197.5% | $84,808+379.6% |
| Participation rate | 87.2% | 62.2%+25.0pp | 72.1%+15.0pp | 68.3%+18.9pp |
| Annual return | 16.15% | 18.17%-2.0pp | 24.33%-8.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,373 | $2,134+104.9% | $3,400+28.6% | $2,631+66.2% |
| Participant deferral / active EE | $4,421 | $3,168+39.5% | $4,692-5.8% | $4,212+5.0% |
| Admin fee / account holder | $1,468 | $6,369-76.9% | $11,386-87.1% | $7,344-80.0% |