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 | $256,395 | $108,825+135.6% | $156,181+64.2% | $82,448+211.0% |
| Participation rate | 70.7% | 72.4%-1.6pp | 78.8%-8.1pp | 68.1%+2.7pp |
| Annual return | 15.70% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,244 | $2,870-21.8% | $4,294-47.7% | $2,551-12.0% |
| Participant deferral / active EE | $11,281 | $4,577+146.4% | $6,132+84.0% | $4,139+172.5% |
| Admin fee / account holder | $22,299 | $9,341+138.7% | $14,586+52.9% | $7,234+208.2% |