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 | $586,037 | $95,803+511.7% | $113,168+417.8% | $84,808+591.0% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 17.90% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,699 | $2,360-28.0% | $2,975-42.9% | $2,631-35.4% |
| Participant deferral / active EE | $11,859 | $4,242+179.6% | $5,107+132.2% | $4,212+181.6% |
| Admin fee / account holder | $8,543 | $8,989-5.0% | $12,068-29.2% | $7,344+16.3% |