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 | $294,720 | $60,892+384.0% | $82,389+257.7% | $84,808+247.5% |
| Participation rate | 84.4% | 63.3%+21.1pp | 69.5%+14.8pp | 68.3%+16.1pp |
| Annual return | 13.36% | 37.29%-23.9pp | 28.67%-15.3pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,773 | $1,779+55.9% | $2,517+10.2% | $2,631+5.4% |
| Participant deferral / active EE | $5,242 | $3,179+64.9% | $4,155+26.2% | $4,212+24.5% |
| Admin fee / account holder | $5,854 | $5,467+7.1% | $7,231-19.0% | $7,344-20.3% |