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 | $255,874 | $80,968+216.0% | $96,544+165.0% | $75,163+240.4% |
| Participation rate | 75.7% | 71.8%+3.9pp | 76.0%-0.3pp | 67.2%+8.5pp |
| Annual return | 24.77% | 27.06%-2.3pp | 25.84%-1.1pp | 160.62%-135.9pp |
| Employer contribution / active EE | $2,055 | $2,282-9.9% | $2,965-30.7% | $2,670-23.0% |
| Participant deferral / active EE | $6,201 | $3,928+57.9% | $4,851+27.8% | $4,125+50.3% |
| Admin fee / account holder | $13,948 | $6,724+107.4% | $8,252+69.0% | $5,651+146.8% |