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 | $271,272 | $106,749+154.1% | $145,433+86.5% | $82,448+229.0% |
| Participation rate | 71.8% | 75.6%-3.9pp | 82.1%-10.3pp | 68.1%+3.7pp |
| Annual return | 15.91% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $5,240 | $3,444+52.1% | $4,554+15.1% | $2,551+105.4% |
| Participant deferral / active EE | $8,402 | $6,519+28.9% | $7,897+6.4% | $4,139+103.0% |
| Admin fee / account holder | $22,939 | $8,390+173.4% | $13,129+74.7% | $7,234+217.1% |