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 | $392,534 | $65,409+500.1% | $98,442+298.7% | $85,850+357.2% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.3%+3.4pp |
| Annual return | 16.64% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,795 | $2,168-17.2% | $2,960-39.4% | $2,565-30.0% |
| Participant deferral / active EE | $6,562 | $3,166+107.2% | $4,276+53.4% | $3,952+66.0% |
| Admin fee / account holder | $1,666 | $4,593-63.7% | $5,949-72.0% | $6,260-73.4% |