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 | $462,207 | $148,978+210.3% | $200,582+130.4% | $84,808+445.0% |
| Participation rate | 88.7% | 84.2%+4.5pp | 86.9%+1.8pp | 68.3%+20.4pp |
| Annual return | 22.35% | 28.16%-5.8pp | 42.33%-20.0pp | 40.90%-18.5pp |
| Employer contribution / active EE | $3,581 | $4,815-25.6% | $6,419-44.2% | $2,631+36.1% |
| Participant deferral / active EE | $12,757 | $7,142+78.6% | $9,331+36.7% | $4,212+202.9% |
| Admin fee / account holder | $620 | $13,977-95.6% | $16,305-96.2% | $7,344-91.6% |