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 | $254,565 | $140,940+80.6% | $112,229+126.8% | $139,434+82.6% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 15.13% | 32.71%-17.6pp | 30.20%-15.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,014 | $4,283-53.0% | $3,430-41.3% | $4,751-57.6% |
| Participant deferral / active EE | $8,211 | $5,874+39.8% | $4,798+71.1% | $6,710+22.4% |
| Admin fee / account holder | $2,679 | $9,954-73.1% | $7,748-65.4% | $11,403-76.5% |