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 | $337,135 | $99,341+239.4% | $84,750+297.8% | $273,961+23.1% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 13.75% | 22.93%-9.2pp | 22.78%-9.0pp | 41.45%-27.7pp |
| Employer contribution / active EE | $1,426 | $4,214-66.2% | $3,574-60.1% | $4,869-70.7% |
| Participant deferral / active EE | $2,046 | $4,269-52.1% | $3,712-44.9% | $5,287-61.3% |
| Admin fee / account holder | $7,528 | $6,644+13.3% | $5,332+41.2% | $10,132-25.7% |