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 | $362,973 | $101,724+256.8% | $164,813+120.2% | $80,856+348.9% |
| Participation rate | 80.6% | 71.8%+8.7pp | 78.6%+2.0pp | 67.6%+12.9pp |
| Annual return | 13.74% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,832 | $2,953-4.1% | $4,341-34.8% | $2,755+2.8% |
| Participant deferral / active EE | $6,252 | $4,477+39.6% | $6,031+3.7% | $4,296+45.5% |
| Admin fee / account holder | $1,237 | $8,227-85.0% | $12,690-90.3% | $6,918-82.1% |