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 | $277,212 | $181,894+52.4% | $156,549+77.1% | $273,961+1.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.33% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $6,468 | $6,248+3.5% | $5,501+17.6% | $4,869+32.8% |
| Participant deferral / active EE | $6,544 | $5,550+17.9% | $4,871+34.3% | $5,287+23.8% |
| Admin fee / account holder | $3,983 | $15,559-74.4% | $13,027-69.4% | $10,132-60.7% |