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 | $378,895 | $127,065+198.2% | $113,168+234.8% | $142,382+166.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 16.30% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,705 | $3,442-21.4% | $2,975-9.1% | $4,299-37.1% |
| Participant deferral / active EE | $6,432 | $5,716+12.5% | $5,107+25.9% | $6,507-1.2% |
| Admin fee / account holder | $2,822 | $15,736-82.1% | $12,068-76.6% | $12,624-77.6% |