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 | $258,749 | $80,968+219.6% | $96,544+168.0% | $75,163+244.2% |
| Participation rate | 71.1% | 71.8%-0.7pp | 76.0%-4.9pp | 67.2%+3.9pp |
| Annual return | 15.88% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,039 | $2,282-10.6% | $2,965-31.2% | $2,670-23.6% |
| Participant deferral / active EE | $6,650 | $3,928+69.3% | $4,851+37.1% | $4,125+61.2% |
| Admin fee / account holder | $11,460 | $6,724+70.4% | $8,252+38.9% | $5,651+102.8% |