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 | $375,051 | $99,341+277.5% | $84,750+342.5% | $273,961+36.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.50% | 22.93%-14.4pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $7,743 | $4,214+83.8% | $3,574+116.6% | $4,869+59.0% |
| Participant deferral / active EE | $9,524 | $4,269+123.1% | $3,712+156.6% | $5,287+80.1% |
| Admin fee / account holder | $3,814 | $6,644-42.6% | $5,332-28.5% | $10,132-62.4% |