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 | $276,238 | $109,413+152.5% | $156,263+76.8% | $84,808+225.7% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 16.15% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,438 | $2,907+18.3% | $4,333-20.6% | $2,631+30.7% |
| Participant deferral / active EE | $6,865 | $4,590+49.6% | $6,158+11.5% | $4,212+63.0% |
| Admin fee / account holder | $5,271 | $9,357-43.7% | $14,255-63.0% | $7,344-28.2% |