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 9-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 | $255,686 | $70,475+262.8% | $100,516+154.4% | $79,858+220.2% |
| Participation rate | 78.8% | 73.7%+5.2pp | 79.4%-0.6pp | 69.6%+9.2pp |
| Annual return | 13.44% | 21.90%-8.5pp | 30.89%-17.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $5,092 | $2,165+135.2% | $3,418+49.0% | $2,471+106.1% |
| Participant deferral / active EE | $7,427 | $5,181+43.4% | $6,270+18.5% | $3,740+98.6% |
| Admin fee / account holder | $8,418 | $4,478+88.0% | $8,081+4.2% | $5,306+58.6% |