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 | $264,310 | $123,793+113.5% | $177,821+48.6% | $79,858+231.0% |
| Participation rate | 87.8% | 84.7%+3.1pp | 87.7%+0.1pp | 69.6%+18.2pp |
| Annual return | 20.55% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $4,168 | $4,095+1.8% | $5,918-29.6% | $2,471+68.7% |
| Participant deferral / active EE | $12,333 | $5,956+107.1% | $7,714+59.9% | $3,740+229.8% |
| Admin fee / account holder | $14,021 | $7,243+93.6% | $12,427+12.8% | $5,306+164.2% |