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 | $346,291 | $93,571+270.1% | $135,903+154.8% | $75,163+360.7% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 18.59% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,250 | $3,537-8.1% | $4,856-33.1% | $2,670+21.7% |
| Participant deferral / active EE | $7,207 | $6,404+12.5% | $7,758-7.1% | $4,125+74.7% |
| Admin fee / account holder | $1,781 | $6,975-74.5% | $10,762-83.5% | $5,651-68.5% |