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 | $290,848 | $181,894+59.9% | $156,549+85.8% | $273,961+6.2% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 6.02% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,380 | $6,248-45.9% | $5,501-38.6% | $4,869-30.6% |
| Participant deferral / active EE | $5,875 | $5,550+5.9% | $4,871+20.6% | $5,287+11.1% |
| Admin fee / account holder | $2,101 | $15,559-86.5% | $13,027-83.9% | $10,132-79.3% |