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 | $148,978+75.4% | $200,582+30.3% | $84,808+208.1% |
| Participation rate | 86.5% | 84.2%+2.3pp | 86.9%-0.4pp | 68.3%+18.2pp |
| Annual return | 15.92% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,055 | $4,815+25.7% | $6,419-5.7% | $2,631+130.1% |
| Participant deferral / active EE | $14,340 | $7,142+100.8% | $9,331+53.7% | $4,212+240.5% |
| Admin fee / account holder | $40,409 | $13,977+189.1% | $16,305+147.8% | $7,344+450.3% |