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 | $251,667 | $101,724+147.4% | $164,813+52.7% | $80,856+211.3% |
| Participation rate | 82.2% | 71.8%+10.4pp | 78.6%+3.6pp | 67.6%+14.6pp |
| Annual return | 11.65% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,693 | $2,953+58.9% | $4,341+8.1% | $2,755+70.4% |
| Participant deferral / active EE | $6,580 | $4,477+47.0% | $6,031+9.1% | $4,296+53.2% |
| Admin fee / account holder | $6,003 | $8,227-27.0% | $12,690-52.7% | $6,918-13.2% |