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 | $358,376 | $73,787+385.7% | $98,716+263.0% | $82,448+334.7% |
| Participation rate | 84.4% | 61.4%+23.0pp | 69.3%+15.1pp | 68.1%+16.3pp |
| Annual return | 13.29% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,770 | $1,511+17.1% | $2,279-22.3% | $2,551-30.6% |
| Participant deferral / active EE | $3,173 | $3,081+3.0% | $4,048-21.6% | $4,139-23.3% |
| Admin fee / account holder | $7,066 | $6,500+8.7% | $8,703-18.8% | $7,234-2.3% |