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 | $317,720 | $81,446+290.1% | $103,374+207.3% | $80,874+292.9% |
| Participation rate | 92.6% | 66.9%+25.7pp | 74.5%+18.1pp | 67.6%+24.9pp |
| Annual return | 12.00% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $8,225 | $3,107+164.7% | $3,869+112.6% | $2,756+198.5% |
| Participant deferral / active EE | $3,727 | $3,870-3.7% | $5,058-26.3% | $4,297-13.3% |
| Admin fee / account holder | $1,591 | $6,715-76.3% | $8,394-81.0% | $6,935-77.1% |