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 | $263,353 | $93,571+181.4% | $135,903+93.8% | $75,163+250.4% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 15.90% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,672 | $3,537+60.4% | $4,856+16.8% | $2,670+112.5% |
| Participant deferral / active EE | $8,863 | $6,404+38.4% | $7,758+14.2% | $4,125+114.9% |
| Admin fee / account holder | $4,336 | $6,975-37.8% | $10,762-59.7% | $5,651-23.3% |