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 | $363,131 | $163,101+122.6% | $136,749+165.5% | $142,382+155.0% |
| Participation rate | 94.4% | 78.2%+16.2pp | 72.1%+22.3pp | 80.1%+14.3pp |
| Annual return | 22.32% | 27.54%-5.2pp | 24.33%-2.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,412 | $4,117-41.4% | $3,400-29.1% | $4,299-43.9% |
| Participant deferral / active EE | $3,711 | $5,585-33.5% | $4,692-20.9% | $6,507-43.0% |
| Admin fee / account holder | $6,674 | $14,318-53.4% | $11,386-41.4% | $12,624-47.1% |