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 | $308,365 | $95,453+223.1% | $112,040+175.2% | $82,448+274.0% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.5%+2.3pp | 68.1%+10.7pp |
| Annual return | 17.97% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,183 | $2,318-49.0% | $2,954-60.0% | $2,551-53.6% |
| Participant deferral / active EE | $2,140 | $4,224-49.3% | $5,098-58.0% | $4,139-48.3% |
| Admin fee / account holder | $10,345 | $9,013+14.8% | $12,098-14.5% | $7,234+43.0% |