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 | $106,749+141.3% | $145,433+77.1% | $82,448+212.4% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 20.55% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $4,660 | $3,444+35.3% | $4,554+2.3% | $2,551+82.7% |
| Participant deferral / active EE | $11,656 | $6,519+78.8% | $7,897+47.6% | $4,139+181.6% |
| Admin fee / account holder | $8,069 | $8,390-3.8% | $13,129-38.5% | $7,234+11.5% |