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 | $460,602 | $109,881+319.2% | $150,045+207.0% | $84,808+443.1% |
| Participation rate | 74.2% | 76.1%-1.9pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,224 | $3,561-37.5% | $4,693-52.6% | $2,631-15.5% |
| Participant deferral / active EE | $7,537 | $6,636+13.6% | $7,997-5.7% | $4,212+79.0% |
| Admin fee / account holder | $19,859 | $8,568+131.8% | $13,435+47.8% | $7,344+170.4% |