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 | $276,138 | $86,286+220.0% | $111,297+148.1% | $85,850+221.7% |
| Participation rate | 90.3% | 73.3%+17.0pp | 77.3%+13.0pp | 69.3%+21.0pp |
| Annual return | 14.64% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,792 | $2,043-12.3% | $2,731-34.4% | $2,565-30.1% |
| Participant deferral / active EE | $8,412 | $3,641+131.1% | $4,487+87.5% | $3,952+112.9% |
| Admin fee / account holder | $4,880 | $8,188-40.4% | $7,964-38.7% | $6,260-22.0% |