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 | $257,899 | $69,977+268.5% | $108,579+137.5% | $62,891+310.1% |
| Participation rate | 93.0% | 72.9%+20.1pp | 79.6%+13.5pp | 69.3%+23.7pp |
| Annual return | 5.79% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,202 | $2,135+50.0% | $3,758-14.8% | $2,281+40.4% |
| Participant deferral / active EE | $6,759 | $3,165+113.6% | $4,311+56.8% | $3,203+111.0% |
| Admin fee / account holder | $10,403 | $5,076+104.9% | $7,645+36.1% | $4,296+142.2% |