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 | $315,565 | $124,281+153.9% | $109,143+189.1% | $167,490+88.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.92% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $20,884 | $4,207+396.4% | $3,722+461.1% | $4,837+331.7% |
| Participant deferral / active EE | $14,813 | $5,255+181.9% | $4,653+218.3% | $6,341+133.6% |
| Admin fee / account holder | $1,512 | $7,970-81.0% | $6,752-77.6% | $12,309-87.7% |