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 | $281,326 | $63,355+344.0% | $91,989+205.8% | $72,985+285.5% |
| Participation rate | 82.8% | 72.5%+10.2pp | 78.6%+4.1pp | 69.5%+13.3pp |
| Annual return | 24.52% | 35.35%-10.8pp | 69.02%-44.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,349 | $2,116+11.0% | $3,452-32.0% | $2,440-3.7% |
| Participant deferral / active EE | $8,362 | $4,883+71.3% | $5,923+41.2% | $3,607+131.8% |
| Admin fee / account holder | $23,325 | $4,668+399.7% | $7,743+201.2% | $5,124+355.2% |