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 | $273,323 | $91,552+198.5% | $133,956+104.0% | $79,858+242.3% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 17.11% | 61.85%-44.7pp | 45.09%-28.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,732 | $2,384-27.3% | $3,919-55.8% | $2,471-29.9% |
| Participant deferral / active EE | $8,077 | $3,733+116.3% | $5,048+60.0% | $3,740+116.0% |
| Admin fee / account holder | $4,696 | $6,321-25.7% | $8,927-47.4% | $5,306-11.5% |