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 | $323,097 | $93,571+245.3% | $135,903+137.7% | $75,163+329.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 15.35% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,564 | $3,537-27.5% | $4,856-47.2% | $2,670-4.0% |
| Participant deferral / active EE | $6,351 | $6,404-0.8% | $7,758-18.1% | $4,125+54.0% |
| Admin fee / account holder | $2,607 | $6,975-62.6% | $10,762-75.8% | $5,651-53.9% |