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 | $276,390 | $109,881+151.5% | $150,045+84.2% | $84,808+225.9% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 20.03% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,618 | $3,561+1.6% | $4,693-22.9% | $2,631+37.5% |
| Participant deferral / active EE | $13,479 | $6,636+103.1% | $7,997+68.5% | $4,212+220.0% |
| Admin fee / account holder | $4,637 | $8,568-45.9% | $13,435-65.5% | $7,344-36.9% |