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 | $332,594 | $117,983+181.9% | $101,794+226.7% | $142,382+133.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 21.62% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,107 | $2,773+12.1% | $2,289+35.7% | $4,299-27.7% |
| Participant deferral / active EE | $8,165 | $4,714+73.2% | $4,084+99.9% | $6,507+25.5% |
| Admin fee / account holder | $67,425 | $10,433+546.2% | $8,777+668.2% | $12,624+434.1% |