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 | $385,191 | $109,413+252.1% | $156,263+146.5% | $84,808+354.2% |
| Participation rate | 78.9% | 72.7%+6.3pp | 78.9%0pp | 68.3%+10.6pp |
| Annual return | 14.75% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,303 | $2,907-20.8% | $4,333-46.9% | $2,631-12.5% |
| Participant deferral / active EE | $7,904 | $4,590+72.2% | $6,158+28.3% | $4,212+87.7% |
| Admin fee / account holder | $3,308 | $9,357-64.6% | $14,255-76.8% | $7,344-55.0% |