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 | $78,520+391.8% | $96,576+299.9% | $82,448+368.4% |
| Participation rate | 82.9% | 77.7%+5.1pp | 81.4%+1.4pp | 68.1%+14.8pp |
| Annual return | 15.82% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,832 | $2,630-30.3% | $3,553-48.4% | $2,551-28.2% |
| Participant deferral / active EE | $7,596 | $6,754+12.5% | $7,956-4.5% | $4,139+83.5% |
| Admin fee / account holder | $1,945 | $13,455-85.5% | $11,381-82.9% | $7,234-73.1% |