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 | $269,104 | $92,985+189.4% | $153,485+75.3% | $80,856+232.8% |
| Participation rate | 83.8% | 69.0%+14.8pp | 77.1%+6.7pp | 67.6%+16.1pp |
| Annual return | 17.99% | 19.95%-2.0pp | 15.65%+2.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $5,558 | $3,507+58.5% | $5,039+10.3% | $2,755+101.8% |
| Participant deferral / active EE | $8,881 | $5,178+71.5% | $6,757+31.4% | $4,296+106.7% |
| Admin fee / account holder | $5,131 | $8,880-42.2% | $12,724-59.7% | $6,918-25.8% |