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 3-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 | $262,978 | $214,378+22.7% | $200,582+31.1% | $142,382+84.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 12.85% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $9,799 | $6,841+43.2% | $6,419+52.7% | $4,299+127.9% |
| Participant deferral / active EE | $11,519 | $9,865+16.8% | $9,331+23.4% | $6,507+77.0% |
| Admin fee / account holder | $3,760 | $17,692-78.7% | $16,305-76.9% | $12,624-70.2% |