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 | $281,434 | $110,257+155.3% | $96,544+191.5% | $139,434+101.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 12.09% | 26.32%-14.2pp | 25.84%-13.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,552 | $3,620-29.5% | $2,965-13.9% | $4,751-46.3% |
| Participant deferral / active EE | $8,760 | $5,548+57.9% | $4,851+80.6% | $6,710+30.6% |
| Admin fee / account holder | $2,484 | $11,591-78.6% | $8,252-69.9% | $11,403-78.2% |