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 | $364,698 | $73,933+393.3% | $96,683+277.2% | $75,163+385.2% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 16.88% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,870 | $2,928+32.2% | $3,737+3.6% | $2,670+45.0% |
| Participant deferral / active EE | $13,755 | $3,659+276.0% | $4,878+182.0% | $4,125+233.4% |
| Admin fee / account holder | $7,808 | $5,216+49.7% | $6,730+16.0% | $5,651+38.2% |