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 | $277,658 | $89,753+209.4% | $107,525+158.2% | $84,808+227.4% |
| Participation rate | 78.2% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.9pp |
| Annual return | 17.95% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $8,760 | $3,113+181.4% | $3,754+133.4% | $2,631+233.0% |
| Participant deferral / active EE | $6,494 | $4,056+60.1% | $5,116+26.9% | $4,212+54.2% |
| Admin fee / account holder | $13,366 | $7,222+85.1% | $8,919+49.9% | $7,344+82.0% |