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 | $384,698 | $121,625+216.3% | $104,607+267.8% | $158,922+142.1% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 3.78% | 465.26%-461.5pp | 340.46%-336.7pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,444 | $3,163-54.4% | $2,681-46.1% | $4,761-69.7% |
| Participant deferral / active EE | $3,391 | $4,177-18.8% | $3,740-9.3% | $5,982-43.3% |
| Admin fee / account holder | $8,846 | $7,787+13.6% | $6,473+36.7% | $11,246-21.3% |