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 | $359,758 | $80,673+345.9% | $101,326+255.1% | $84,808+324.2% |
| Participation rate | 82.1% | 77.8%+4.4pp | 81.5%+0.6pp | 68.3%+13.8pp |
| Annual return | 16.60% | 38.95%-22.4pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,279 | $2,698+21.6% | $3,665-10.5% | $2,631+24.6% |
| Participant deferral / active EE | $12,203 | $6,840+78.4% | $7,994+52.6% | $4,212+189.7% |
| Admin fee / account holder | $1,082 | $12,784-91.5% | $11,185-90.3% | $7,344-85.3% |