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 | $296,254 | $76,407+287.7% | $150,298+97.1% | $82,448+259.3% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 18.28% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $6,138 | $2,614+134.8% | $4,154+47.7% | $2,551+140.6% |
| Participant deferral / active EE | $5,740 | $3,214+78.6% | $5,453+5.3% | $4,139+38.7% |
| Admin fee / account holder | $1,717 | $6,352-73.0% | $14,116-87.8% | $7,234-76.3% |