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 | $396,347 | $109,881+260.7% | $150,045+164.2% | $84,808+367.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 14.17% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,418 | $3,561-4.0% | $4,693-27.2% | $2,631+29.9% |
| Participant deferral / active EE | $7,517 | $6,636+13.3% | $7,997-6.0% | $4,212+78.5% |
| Admin fee / account holder | $4,138 | $8,568-51.7% | $13,435-69.2% | $7,344-43.7% |