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 | $271,401 | $148,978+82.2% | $200,582+35.3% | $84,808+220.0% |
| Participation rate | 89.5% | 84.2%+5.2pp | 86.9%+2.6pp | 68.3%+21.2pp |
| Annual return | 18.66% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,827 | $4,815-20.5% | $6,419-40.4% | $2,631+45.5% |
| Participant deferral / active EE | $10,551 | $7,142+47.7% | $9,331+13.1% | $4,212+150.5% |
| Admin fee / account holder | $6,010 | $13,977-57.0% | $16,305-63.1% | $7,344-18.2% |