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 | $286,064 | $80,673+254.6% | $101,326+182.3% | $84,808+237.3% |
| Participation rate | 79.8% | 77.8%+2.0pp | 81.5%-1.7pp | 68.3%+11.5pp |
| Annual return | 20.93% | 38.95%-18.0pp | 36.82%-15.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,232 | $2,698+19.8% | $3,665-11.8% | $2,631+22.8% |
| Participant deferral / active EE | $11,990 | $6,840+75.3% | $7,994+50.0% | $4,212+184.7% |
| Admin fee / account holder | $1,881 | $12,784-85.3% | $11,185-83.2% | $7,344-74.4% |