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 | $386,198 | $80,673+378.7% | $101,326+281.1% | $84,808+355.4% |
| Participation rate | 82.9% | 77.8%+5.1pp | 81.5%+1.4pp | 68.3%+14.5pp |
| Annual return | 15.82% | 38.95%-23.1pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,832 | $2,698-32.1% | $3,665-50.0% | $2,631-30.4% |
| Participant deferral / active EE | $7,596 | $6,840+11.0% | $7,994-5.0% | $4,212+80.4% |
| Admin fee / account holder | $1,945 | $12,784-84.8% | $11,185-82.6% | $7,344-73.5% |