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 | $432,442 | $114,381+278.1% | $107,525+302.2% | $142,382+203.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.52% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $938 | $4,015-76.6% | $3,754-75.0% | $4,299-78.2% |
| Participant deferral / active EE | $5,910 | $5,564+6.2% | $5,116+15.5% | $6,507-9.2% |
| Admin fee / account holder | $2,483 | $9,860-74.8% | $8,919-72.2% | $12,624-80.3% |