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 | $339,016 | $73,867+359.0% | $143,757+135.8% | $68,494+395.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | 13.29% | 1.01%+12.3pp | -0.04%+13.3pp | -7.84%+21.1pp |
| Employer contribution / active EE | $4,351 | $3,184+36.6% | $4,951-12.1% | $2,596+67.6% |
| Participant deferral / active EE | $8,231 | $3,384+143.2% | $5,637+46.0% | $4,027+104.4% |
| Admin fee / account holder | $11,816 | $5,755+105.3% | $14,673-19.5% | $5,403+118.7% |