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 | $361,028 | $95,266+279.0% | $82,389+338.2% | $142,382+153.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 13.45% | 25.74%-12.3pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,152 | $2,991-28.1% | $2,517-14.5% | $4,299-50.0% |
| Participant deferral / active EE | $6,390 | $4,809+32.9% | $4,155+53.8% | $6,507-1.8% |
| Admin fee / account holder | $1,405 | $8,563-83.6% | $7,231-80.6% | $12,624-88.9% |