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 | $262,371 | $95,266+175.4% | $82,389+218.5% | $142,382+84.3% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 17.21% | 25.74%-8.5pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,348 | $2,991-54.9% | $2,517-46.4% | $4,299-68.6% |
| Participant deferral / active EE | $4,845 | $4,809+0.8% | $4,155+16.6% | $6,507-25.5% |
| Admin fee / account holder | $16,326 | $8,563+90.6% | $7,231+125.8% | $12,624+29.3% |