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 | $641,403 | $181,894+252.6% | $156,549+309.7% | $273,961+134.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,515 | $6,248-43.7% | $5,501-36.1% | $4,869-27.8% |
| Participant deferral / active EE | $6,758 | $5,550+21.8% | $4,871+38.7% | $5,287+27.8% |
| Admin fee / account holder | $6,130 | $15,559-60.6% | $13,027-52.9% | $10,132-39.5% |