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 | $274,443 | $153,772+78.5% | $133,980+104.8% | $273,961+0.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 7.17% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,351 | $6,029-27.8% | $5,211-16.5% | $4,869-10.6% |
| Participant deferral / active EE | $8,947 | $6,958+28.6% | $6,282+42.4% | $5,287+69.2% |
| Admin fee / account holder | $15,105 | $11,765+28.4% | $9,324+62.0% | $10,132+49.1% |