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 | $452,075 | $148,978+203.5% | $200,582+125.4% | $84,808+433.1% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 18.34% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $5,319 | $4,815+10.5% | $6,419-17.1% | $2,631+102.2% |
| Participant deferral / active EE | $11,455 | $7,142+60.4% | $9,331+22.8% | $4,212+172.0% |
| Admin fee / account holder | $3,764 | $13,977-73.1% | $16,305-76.9% | $7,344-48.8% |