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 | $272,670 | $109,413+149.2% | $156,263+74.5% | $84,808+221.5% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 14.16% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $12,983 | $2,907+346.6% | $4,333+199.6% | $2,631+393.5% |
| Participant deferral / active EE | $5,004 | $4,590+9.0% | $6,158-18.8% | $4,212+18.8% |
| Admin fee / account holder | $304 | $9,357-96.7% | $14,255-97.9% | $7,344-95.9% |