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 | $325,651 | $103,376+215.0% | $87,100+273.9% | $152,861+113.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 21.61% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,431 | $3,220-24.5% | $2,521-3.6% | $4,762-49.0% |
| Participant deferral / active EE | $6,389 | $4,778+33.7% | $4,049+57.8% | $5,850+9.2% |
| Admin fee / account holder | $7,466 | $12,205-38.8% | $7,497-0.4% | $11,596-35.6% |