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 | $253,516 | $109,413+131.7% | $156,263+62.2% | $84,808+198.9% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 14.49% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,634 | $2,907-9.4% | $4,333-39.2% | $2,631+0.1% |
| Participant deferral / active EE | $3,814 | $4,590-16.9% | $6,158-38.1% | $4,212-9.4% |
| Admin fee / account holder | $2,845 | $9,357-69.6% | $14,255-80.0% | $7,344-61.3% |