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 | $274,614 | $101,724+170.0% | $164,813+66.6% | $80,856+239.6% |
| Participation rate | 70.6% | 71.8%-1.2pp | 78.6%-8.0pp | 67.6%+3.0pp |
| Annual return | 16.81% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,147 | $2,953+6.5% | $4,341-27.5% | $2,755+14.2% |
| Participant deferral / active EE | $7,066 | $4,477+57.8% | $6,031+17.2% | $4,296+64.5% |
| Admin fee / account holder | $16,056 | $8,227+95.2% | $12,690+26.5% | $6,918+132.1% |