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 3-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 | $313,108 | $238,490+31.3% | $180,183+73.8% | $142,382+119.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 17.80% | 33.56%-15.8pp | 27.86%-10.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,926 | $6,143+12.8% | $5,039+37.5% | $4,299+61.1% |
| Participant deferral / active EE | $5,777 | $7,996-27.8% | $6,822-15.3% | $6,507-11.2% |
| Admin fee / account holder | $2,445 | $28,866-91.5% | $19,975-87.8% | $12,624-80.6% |