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 | $416,231 | $95,803+334.5% | $113,168+267.8% | $84,808+390.8% |
| Participation rate | 71.0% | 72.9%-1.9pp | 76.6%-5.6pp | 68.3%+2.7pp |
| Annual return | 13.31% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,589 | $2,360+94.5% | $2,975+54.3% | $2,631+74.4% |
| Participant deferral / active EE | $10,118 | $4,242+138.5% | $5,107+98.1% | $4,212+140.2% |
| Admin fee / account holder | $5,773 | $8,989-35.8% | $12,068-52.2% | $7,344-21.4% |