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 | $289,143 | $106,515+171.5% | $96,683+199.1% | $139,434+107.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 24.20% | 38.43%-14.2pp | 35.69%-11.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $6,772 | $4,103+65.1% | $3,737+81.2% | $4,751+42.6% |
| Participant deferral / active EE | $5,068 | $5,454-7.1% | $4,878+3.9% | $6,710-24.5% |
| Admin fee / account holder | $23,937 | $7,877+203.9% | $6,730+255.7% | $11,403+109.9% |