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 | $279,482 | $118,450+135.9% | $98,439+183.9% | $139,434+100.4% |
| Participation rate | 85.0% | 77.4%+7.6pp | 75.2%+9.8pp | 80.3%+4.7pp |
| Annual return | 19.44% | 18.94%+0.5pp | 21.16%-1.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,114 | $3,609-69.1% | $3,048-63.5% | $4,751-76.6% |
| Participant deferral / active EE | $5,252 | $5,392-2.6% | $4,738+10.8% | $6,710-21.7% |
| Admin fee / account holder | $14,692 | $14,026+4.7% | $8,948+64.2% | $11,403+28.8% |