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 | $500,220 | $109,359+357.4% | $162,163+208.5% | $72,985+585.4% |
| Participation rate | 84.4% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.9pp |
| Annual return | 21.39% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $26,839 | $3,907+586.9% | $5,614+378.1% | $2,440+1000.0% |
| Participant deferral / active EE | $6,645 | $5,481+21.2% | $7,298-9.0% | $3,607+84.2% |
| Admin fee / account holder | $3,392 | $7,972-57.5% | $10,843-68.7% | $5,124-33.8% |