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 | $252,682 | $140,940+79.3% | $112,229+125.1% | $139,434+81.2% |
| Participation rate | 94.7% | 79.2%+15.6pp | 72.4%+22.3pp | 80.3%+14.4pp |
| Annual return | 31.30% | 32.71%-1.4pp | 30.20%+1.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $2,128 | $4,283-50.3% | $3,430-38.0% | $4,751-55.2% |
| Participant deferral / active EE | $3,409 | $5,874-42.0% | $4,798-28.9% | $6,710-49.2% |
| Admin fee / account holder | $2,166 | $9,954-78.2% | $7,748-72.0% | $11,403-81.0% |