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 | $341,374 | $95,803+256.3% | $113,168+201.7% | $84,808+302.5% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 16.29% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,284 | $2,360+81.5% | $2,975+44.0% | $2,631+62.8% |
| Participant deferral / active EE | $3,666 | $4,242-13.6% | $5,107-28.2% | $4,212-13.0% |
| Admin fee / account holder | $7,629 | $8,989-15.1% | $12,068-36.8% | $7,344+3.9% |