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 | $436,910 | $135,952+221.4% | $123,892+252.7% | $273,961+59.5% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 6.64% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $8,764 | $5,170+69.5% | $4,617+89.8% | $4,869+80.0% |
| Participant deferral / active EE | $9,207 | $6,343+45.2% | $5,984+53.9% | $5,287+74.1% |
| Admin fee / account holder | $6,606 | $9,817-32.7% | $8,357-21.0% | $10,132-34.8% |