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 | $250,914 | $148,978+68.4% | $200,582+25.1% | $84,808+195.9% |
| Participation rate | 79.4% | 84.2%-4.8pp | 86.9%-7.5pp | 68.3%+11.1pp |
| Annual return | 14.64% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,874 | $4,815-19.5% | $6,419-39.6% | $2,631+47.2% |
| Participant deferral / active EE | $10,968 | $7,142+53.6% | $9,331+17.5% | $4,212+160.4% |
| Admin fee / account holder | $8,335 | $13,977-40.4% | $16,305-48.9% | $7,344+13.5% |