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 | $250,478 | $211,958+18.2% | $169,463+47.8% | $135,375+85.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 9.38% | 3.26%+6.1pp | 1.83%+7.6pp | 519.73%-510.4pp |
| Employer contribution / active EE | $2,959 | $5,120-42.2% | $4,159-28.8% | $4,779-38.1% |
| Participant deferral / active EE | $4,528 | $6,075-25.5% | $5,277-14.2% | $5,609-19.3% |
| Admin fee / account holder | $4,859 | $11,471-57.6% | $9,109-46.7% | $10,827-55.1% |