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 | $380,179 | $117,983+222.2% | $101,794+273.5% | $142,382+167.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 15.11% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,502 | $2,773-9.8% | $2,289+9.3% | $4,299-41.8% |
| Participant deferral / active EE | $4,120 | $4,714-12.6% | $4,084+0.9% | $6,507-36.7% |
| Admin fee / account holder | $9,145 | $10,433-12.4% | $8,777+4.2% | $12,624-27.6% |