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 | $263,478 | $83,477+215.6% | $125,175+110.5% | $72,985+261.0% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 25.39% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,687 | $2,345-28.1% | $3,865-56.4% | $2,440-30.8% |
| Participant deferral / active EE | $9,170 | $3,585+155.8% | $4,937+85.8% | $3,607+154.2% |
| Admin fee / account holder | $5,219 | $5,517-5.4% | $9,702-46.2% | $5,124+1.9% |