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 | $253,192 | $101,724+148.9% | $164,813+53.6% | $80,856+213.1% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.6%+26.5pp |
| Annual return | 12.17% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,029 | $2,953+36.4% | $4,341-7.2% | $2,755+46.2% |
| Participant deferral / active EE | $5,974 | $4,477+33.4% | $6,031-0.9% | $4,296+39.1% |
| Admin fee / account holder | $7,191 | $8,227-12.6% | $12,690-43.3% | $6,918+4.0% |