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 4-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 | $258,557 | $81,248+218.2% | $155,509+66.3% | $80,856+219.8% |
| Participation rate | 73.7% | 66.2%+7.5pp | 78.2%-4.5pp | 67.6%+6.0pp |
| Annual return | 22.13% | 33.31%-11.2pp | 64.67%-42.5pp | 35.59%-13.5pp |
| Employer contribution / active EE | $4,186 | $3,100+35.0% | $4,672-10.4% | $2,755+52.0% |
| Participant deferral / active EE | $9,959 | $3,452+188.5% | $5,626+77.0% | $4,296+131.8% |
| Admin fee / account holder | $19,752 | $7,997+147.0% | $15,912+24.1% | $6,918+185.5% |