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 | $332,869 | $152,460+118.3% | $118,746+180.3% | $147,584+125.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | 22.78% | 17.41%+5.4pp | 24.54%-1.8pp | 578.55%-555.8pp |
| Employer contribution / active EE | $4,336 | $5,046-14.1% | $4,193+3.4% | $4,876-11.1% |
| Participant deferral / active EE | $7,222 | $6,212+16.3% | $5,332+35.4% | $5,439+32.8% |
| Admin fee / account holder | $3,793 | $16,953-77.6% | $10,720-64.6% | $10,885-65.2% |