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 | $266,667 | $65,365+308.0% | $92,893+187.1% | $72,985+265.4% |
| Participation rate | 71.9% | 68.3%+3.6pp | 76.0%-4.1pp | 69.5%+2.4pp |
| Annual return | 16.46% | 42.10%-25.6pp | 109.41%-93.0pp | 81.00%-64.5pp |
| Employer contribution / active EE | $10,363 | $2,594+299.5% | $3,653+183.7% | $2,440+324.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,770 | $4,251+35.7% | $5,794-0.4% | $5,124+12.6% |