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 | $251,422 | $64,480+289.9% | $81,382+208.9% | $80,856+210.9% |
| Participation rate | 71.9% | 63.9%+8.0pp | 69.5%+2.4pp | 67.6%+4.2pp |
| Annual return | 19.15% | 16.34%+2.8pp | 24.73%-5.6pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,403 | $1,978-29.1% | $2,463-43.0% | $2,755-49.1% |
| Participant deferral / active EE | $3,205 | $3,094+3.6% | $3,883-17.5% | $4,296-25.4% |
| Admin fee / account holder | $2,008 | $5,671-64.6% | $5,768-65.2% | $6,918-71.0% |