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 | $309,608 | $114,381+170.7% | $107,525+187.9% | $142,382+117.4% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 18.24% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,656 | $4,015-33.8% | $3,754-29.2% | $4,299-38.2% |
| Participant deferral / active EE | $3,860 | $5,564-30.6% | $5,116-24.5% | $6,507-40.7% |
| Admin fee / account holder | $2,568 | $9,860-74.0% | $8,919-71.2% | $12,624-79.7% |