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 | $296,601 | $83,477+255.3% | $125,175+136.9% | $72,985+306.4% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.5%+19.0pp |
| Annual return | 22.73% | 25.78%-3.0pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,501 | $2,345+49.3% | $3,865-9.4% | $2,440+43.5% |
| Participant deferral / active EE | $7,949 | $3,585+121.7% | $4,937+61.0% | $3,607+120.4% |
| Admin fee / account holder | $3,777 | $5,517-31.5% | $9,702-61.1% | $5,124-26.3% |