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 | $258,119 | $88,707+191.0% | $74,183+247.9% | $273,961-5.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.16% | 11.94%-4.8pp | 17.74%-10.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,648 | $3,159+15.5% | $2,370+53.9% | $4,869-25.1% |
| Participant deferral / active EE | $6,563 | $4,212+55.8% | $3,550+84.9% | $5,287+24.1% |
| Admin fee / account holder | $2,883 | $8,717-66.9% | $5,586-48.4% | $10,132-71.5% |