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 | $466,882 | $124,319+275.6% | $111,297+319.5% | $167,490+178.8% |
| Participation rate | 76.5% | 79.6%-3.1pp | 77.3%-0.8pp | 82.1%-5.6pp |
| Annual return | 12.53% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,828 | $3,435-17.7% | $2,731+3.6% | $4,837-41.5% |
| Participant deferral / active EE | $8,011 | $5,180+54.6% | $4,487+78.5% | $6,341+26.3% |
| Admin fee / account holder | $8,354 | $10,618-21.3% | $7,964+4.9% | $12,309-32.1% |