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 | $272,381 | $106,749+155.2% | $145,433+87.3% | $82,448+230.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 15.93% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,033 | $3,444-11.9% | $4,554-33.4% | $2,551+18.9% |
| Participant deferral / active EE | $6,648 | $6,519+2.0% | $7,897-15.8% | $4,139+60.6% |
| Admin fee / account holder | $5,254 | $8,390-37.4% | $13,129-60.0% | $7,234-27.4% |