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 | $495,087 | $167,484+195.6% | $151,611+226.6% | $134,475+268.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 5.38% | 7.80%-2.4pp | 3.33%+2.0pp | 417.96%-412.6pp |
| Employer contribution / active EE | $3,735 | $6,829-45.3% | $6,166-39.4% | $4,740-21.2% |
| Participant deferral / active EE | $3,843 | $8,986-57.2% | $8,363-54.1% | $6,400-40.0% |
| Admin fee / account holder | $124,153 | $13,783+800.8% | $11,616+968.8% | $11,426+986.6% |