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 | $282,566 | $124,281+127.4% | $109,143+158.9% | $167,490+68.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 11.27% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $4,893 | $4,207+16.3% | $3,722+31.5% | $4,837+1.2% |
| Participant deferral / active EE | $10,167 | $5,255+93.5% | $4,653+118.5% | $6,341+60.3% |
| Admin fee / account holder | $8,143 | $7,970+2.2% | $6,752+20.6% | $12,309-33.8% |