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 | $356,655 | $109,413+226.0% | $156,263+128.2% | $84,808+320.5% |
| Participation rate | 78.8% | 72.7%+6.1pp | 78.9%-0.1pp | 68.3%+10.5pp |
| Annual return | 19.19% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,542 | $2,907+56.3% | $4,333+4.8% | $2,631+72.7% |
| Participant deferral / active EE | $10,167 | $4,590+121.5% | $6,158+65.1% | $4,212+141.4% |
| Admin fee / account holder | $1,783 | $9,357-80.9% | $14,255-87.5% | $7,344-75.7% |