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 | $330,259 | $80,717+309.2% | $154,803+113.3% | $84,808+289.4% |
| Participation rate | 72.0% | 66.8%+5.2pp | 78.1%-6.1pp | 68.3%+3.7pp |
| Annual return | 15.90% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,494 | $2,761+26.5% | $4,305-18.8% | $2,631+32.8% |
| Participant deferral / active EE | $9,228 | $3,303+179.4% | $5,540+66.6% | $4,212+119.1% |
| Admin fee / account holder | $6,568 | $6,746-2.6% | $14,329-54.2% | $7,344-10.6% |