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 | $259,479 | $106,749+143.1% | $145,433+78.4% | $82,448+214.7% |
| Participation rate | 79.1% | 75.6%+3.4pp | 82.1%-3.0pp | 68.1%+11.0pp |
| Annual return | 14.22% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,287 | $3,444-4.6% | $4,554-27.8% | $2,551+28.8% |
| Participant deferral / active EE | $6,192 | $6,519-5.0% | $7,897-21.6% | $4,139+49.6% |
| Admin fee / account holder | $1,823 | $8,390-78.3% | $13,129-86.1% | $7,234-74.8% |