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 | $271,401 | $146,267+85.6% | $197,124+37.7% | $82,448+229.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 86.7%+2.8pp | 68.1%+21.4pp |
| Annual return | 18.66% | 29.61%-11.0pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,827 | $4,723-19.0% | $6,227-38.5% | $2,551+50.0% |
| Participant deferral / active EE | $10,551 | $7,035+50.0% | $9,135+15.5% | $4,139+154.9% |
| Admin fee / account holder | $6,010 | $14,422-58.3% | $16,298-63.1% | $7,234-16.9% |