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 | $329,220 | $80,717+307.9% | $154,803+112.7% | $84,808+288.2% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 14.42% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,026 | $2,761+45.8% | $4,305-6.5% | $2,631+53.0% |
| Participant deferral / active EE | $8,186 | $3,303+147.8% | $5,540+47.8% | $4,212+94.4% |
| Admin fee / account holder | $3,594 | $6,746-46.7% | $14,329-74.9% | $7,344-51.1% |