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 | $270,132 | $80,717+234.7% | $154,803+74.5% | $84,808+218.5% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 16.97% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,732 | $2,761-1.1% | $4,305-36.5% | $2,631+3.8% |
| Participant deferral / active EE | $5,951 | $3,303+80.2% | $5,540+7.4% | $4,212+41.3% |
| Admin fee / account holder | $3,147 | $6,746-53.3% | $14,329-78.0% | $7,344-57.1% |