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 | $473,336 | $109,413+332.6% | $156,263+202.9% | $84,808+458.1% |
| Participation rate | 72.7% | 72.7%0pp | 78.9%-6.2pp | 68.3%+4.4pp |
| Annual return | 16.50% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,033 | $2,907+4.4% | $4,333-30.0% | $2,631+15.3% |
| Participant deferral / active EE | $7,184 | $4,590+56.5% | $6,158+16.7% | $4,212+70.6% |
| Admin fee / account holder | $13,849 | $9,357+48.0% | $14,255-2.8% | $7,344+88.6% |