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 | $273,486 | $88,583+208.7% | $88,497+209.0% | $273,961-0.2% |
| Participation rate | 71.4% | 83.5%-12.0pp | 82.4%-11.0pp | 83.0%-11.6pp |
| Annual return | 7.83% | 5.68%+2.2pp | 7.63%+0.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,159 | $4,502-74.3% | $4,036-71.3% | $4,869-76.2% |
| Participant deferral / active EE | $3,363 | $4,891-31.2% | $4,899-31.4% | $5,287-36.4% |
| Admin fee / account holder | $1,408 | $8,980-84.3% | $6,220-77.4% | $10,132-86.1% |