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 | $326,980 | $106,515+207.0% | $96,683+238.2% | $139,434+134.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.00% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,178 | $4,103-71.3% | $3,737-68.5% | $4,751-75.2% |
| Participant deferral / active EE | $3,827 | $5,454-29.8% | $4,878-21.6% | $6,710-43.0% |
| Admin fee / account holder | $2,281 | $7,877-71.0% | $6,730-66.1% | $11,403-80.0% |