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 | $345,182 | $109,881+214.1% | $150,045+130.1% | $84,808+307.0% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 15.10% | 28.25%-13.1pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,802 | $3,561+6.7% | $4,693-19.0% | $2,631+44.5% |
| Participant deferral / active EE | $13,260 | $6,636+99.8% | $7,997+65.8% | $4,212+214.9% |
| Admin fee / account holder | $6,139 | $8,568-28.4% | $13,435-54.3% | $7,344-16.4% |