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 | $276,536 | $110,257+150.8% | $96,544+186.4% | $139,434+98.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 12.98% | 26.32%-13.3pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,687 | $3,620-25.8% | $2,965-9.4% | $4,751-43.4% |
| Participant deferral / active EE | $9,008 | $5,548+62.4% | $4,851+85.7% | $6,710+34.2% |
| Admin fee / account holder | $2,063 | $11,591-82.2% | $8,252-75.0% | $11,403-81.9% |