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 | $279,580 | $109,881+154.4% | $150,045+86.3% | $84,808+229.7% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 14.92% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,645 | $3,561+2.4% | $4,693-22.3% | $2,631+38.6% |
| Participant deferral / active EE | $10,656 | $6,636+60.6% | $7,997+33.2% | $4,212+153.0% |
| Admin fee / account holder | $1,279 | $8,568-85.1% | $13,435-90.5% | $7,344-82.6% |