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 | $286,842 | $109,881+161.0% | $150,045+91.2% | $84,808+238.2% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 20.44% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,266 | $3,561-8.3% | $4,693-30.4% | $2,631+24.2% |
| Participant deferral / active EE | $11,621 | $6,636+75.1% | $7,997+45.3% | $4,212+175.9% |
| Admin fee / account holder | $1,534 | $8,568-82.1% | $13,435-88.6% | $7,344-79.1% |