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 | $277,956 | $81,248+242.1% | $155,509+78.7% | $80,856+243.8% |
| Participation rate | 71.1% | 66.2%+4.9pp | 78.2%-7.1pp | 67.6%+3.5pp |
| Annual return | 12.70% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,684 | $3,100+83.3% | $4,672+21.7% | $2,755+106.3% |
| Participant deferral / active EE | $6,156 | $3,452+78.3% | $5,626+9.4% | $4,296+43.3% |
| Admin fee / account holder | $60,795 | $7,997+660.2% | $15,912+282.1% | $6,918+778.8% |