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 | $384,520 | $95,803+301.4% | $113,168+239.8% | $84,808+353.4% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 18.15% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,008 | $2,360+154.6% | $2,975+101.9% | $2,631+128.4% |
| Participant deferral / active EE | $4,383 | $4,242+3.3% | $5,107-14.2% | $4,212+4.1% |
| Admin fee / account holder | $3,899 | $8,989-56.6% | $12,068-67.7% | $7,344-46.9% |