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 | $409,498 | $163,101+151.1% | $136,749+199.5% | $142,382+187.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 10.09% | 27.54%-17.5pp | 24.33%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,065 | $4,117-74.1% | $3,400-68.7% | $4,299-75.2% |
| Participant deferral / active EE | $6,780 | $5,585+21.4% | $4,692+44.5% | $6,507+4.2% |
| Admin fee / account holder | $2,844 | $14,318-80.1% | $11,386-75.0% | $12,624-77.5% |