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 | $433,898 | $153,772+182.2% | $133,980+223.9% | $273,961+58.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 5.57% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $18,567 | $6,029+208.0% | $5,211+256.3% | $4,869+281.4% |
| Participant deferral / active EE | $15,834 | $6,958+127.6% | $6,282+152.1% | $5,287+199.5% |
| Admin fee / account holder | $3,855 | $11,765-67.2% | $9,324-58.7% | $10,132-62.0% |