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 | $282,503 | $98,750+186.1% | $149,696+88.7% | $79,858+253.8% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 15.60% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,480 | $3,216-22.9% | $4,644-46.6% | $2,471+0.4% |
| Participant deferral / active EE | $10,660 | $5,680+87.7% | $6,842+55.8% | $3,740+185.0% |
| Admin fee / account holder | $2,464 | $6,053-59.3% | $9,309-73.5% | $5,306-53.6% |