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 | $293,129 | $95,803+206.0% | $113,168+159.0% | $84,808+245.6% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 19.54% | 25.00%-5.5pp | 24.27%-4.7pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,521 | $2,360+6.8% | $2,975-15.3% | $2,631-4.2% |
| Participant deferral / active EE | $4,519 | $4,242+6.5% | $5,107-11.5% | $4,212+7.3% |
| Admin fee / account holder | $9,899 | $8,989+10.1% | $12,068-18.0% | $7,344+34.8% |