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 | $251,488 | $81,460+208.7% | $103,333+143.4% | $80,856+211.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 15.85% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,178 | $3,105+2.3% | $3,868-17.8% | $2,755+15.4% |
| Participant deferral / active EE | $10,289 | $3,869+165.9% | $5,057+103.4% | $4,296+139.5% |
| Admin fee / account holder | $14,987 | $6,566+128.2% | $8,355+79.4% | $6,918+116.6% |