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 | $257,579 | $109,881+134.4% | $150,045+71.7% | $84,808+203.7% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 20.55% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $4,660 | $3,561+30.9% | $4,693-0.7% | $2,631+77.1% |
| Participant deferral / active EE | $11,656 | $6,636+75.7% | $7,997+45.8% | $4,212+176.8% |
| Admin fee / account holder | $8,069 | $8,568-5.8% | $13,435-39.9% | $7,344+9.9% |