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 | $74,927+378.3% | $101,794+252.1% | $84,808+322.6% |
| Participation rate | 84.4% | 61.4%+23.0pp | 69.2%+15.2pp | 68.3%+16.1pp |
| Annual return | 13.29% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,770 | $1,522+16.3% | $2,289-22.7% | $2,631-32.7% |
| Participant deferral / active EE | $3,173 | $3,099+2.4% | $4,084-22.3% | $4,212-24.6% |
| Admin fee / account holder | $7,066 | $6,514+8.5% | $8,777-19.5% | $7,344-3.8% |