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 | $326,067 | $238,490+36.7% | $180,183+81.0% | $142,382+129.0% |
| Participation rate | 77.8% | 82.3%-4.5pp | 77.4%+0.3pp | 80.1%-2.3pp |
| Annual return | 13.42% | 33.56%-20.1pp | 27.86%-14.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,659 | $6,143-73.0% | $5,039-67.1% | $4,299-61.4% |
| Participant deferral / active EE | $3,911 | $7,996-51.1% | $6,822-42.7% | $6,507-39.9% |
| Admin fee / account holder | $4,897 | $28,866-83.0% | $19,975-75.5% | $12,624-61.2% |