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 | $287,304 | $58,577+390.5% | $83,333+244.8% | $64,186+347.6% |
| Participation rate | 77.3% | 72.0%+5.2pp | 77.8%-0.5pp | 69.6%+7.7pp |
| Annual return | 7.89% | 9.65%-1.8pp | 10.63%-2.7pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,880 | $2,098-10.4% | $3,379-44.3% | $2,381-21.0% |
| Participant deferral / active EE | $3,665 | $4,654-21.2% | $5,565-34.1% | $3,470+5.6% |
| Admin fee / account holder | $2,154 | $9,275-76.8% | $7,510-71.3% | $4,888-55.9% |