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 | $257,614 | $101,724+153.2% | $164,813+56.3% | $80,856+218.6% |
| Participation rate | 75.7% | 71.8%+3.9pp | 78.6%-2.9pp | 67.6%+8.1pp |
| Annual return | 14.81% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,422 | $2,953+15.9% | $4,341-21.2% | $2,755+24.2% |
| Participant deferral / active EE | $6,843 | $4,477+52.8% | $6,031+13.5% | $4,296+59.3% |
| Admin fee / account holder | $10,236 | $8,227+24.4% | $12,690-19.3% | $6,918+48.0% |