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 | $344,452 | $71,050+384.8% | $93,606+268.0% | $80,856+326.0% |
| Participation rate | 88.7% | 60.4%+28.3pp | 68.7%+20.0pp | 67.6%+21.1pp |
| Annual return | 19.53% | 11.26%+8.3pp | 133.20%-113.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,948 | $1,564+24.6% | $2,420-19.5% | $2,755-29.3% |
| Participant deferral / active EE | $8,570 | $4,034+112.5% | $4,411+94.3% | $4,296+99.5% |
| Admin fee / account holder | $2,669 | $6,945-61.6% | $8,285-67.8% | $6,918-61.4% |