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 | $341,478 | $101,724+235.7% | $164,813+107.2% | $80,856+322.3% |
| Participation rate | 77.5% | 71.8%+5.7pp | 78.6%-1.1pp | 67.6%+9.9pp |
| Annual return | 20.50% | 16.72%+3.8pp | 69.93%-49.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $5,578 | $2,953+88.9% | $4,341+28.5% | $2,755+102.5% |
| Participant deferral / active EE | $8,528 | $4,477+90.5% | $6,031+41.4% | $4,296+98.5% |
| Admin fee / account holder | $6,689 | $8,227-18.7% | $12,690-47.3% | $6,918-3.3% |