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 | $261,280 | $146,267+78.6% | $197,124+32.5% | $82,448+216.9% |
| Participation rate | 86.5% | 84.0%+2.5pp | 86.7%-0.2pp | 68.1%+18.4pp |
| Annual return | 15.92% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $6,055 | $4,723+28.2% | $6,227-2.8% | $2,551+137.3% |
| Participant deferral / active EE | $14,340 | $7,035+103.9% | $9,135+57.0% | $4,139+246.4% |
| Admin fee / account holder | $40,409 | $14,422+180.2% | $16,298+147.9% | $7,234+458.6% |