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 | $270,622 | $88,707+205.1% | $74,183+264.8% | $273,961-1.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.49% | 11.94%-0.5pp | 17.74%-6.2pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,872 | $3,159-40.8% | $2,370-21.0% | $4,869-61.6% |
| Participant deferral / active EE | $7,486 | $4,212+77.7% | $3,550+110.9% | $5,287+41.6% |
| Admin fee / account holder | $5,241 | $8,717-39.9% | $5,586-6.2% | $10,132-48.3% |