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 | $258,042 | $100,326+157.2% | $180,183+43.2% | $84,808+204.3% |
| Participation rate | 71.9% | 71.0%+0.9pp | 77.4%-5.6pp | 68.3%+3.6pp |
| Annual return | 15.44% | 17.86%-2.4pp | 27.86%-12.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,669 | $3,269-18.3% | $5,039-47.0% | $2,631+1.5% |
| Participant deferral / active EE | $4,390 | $5,066-13.3% | $6,822-35.7% | $4,212+4.2% |
| Admin fee / account holder | $1,117 | $9,674-88.5% | $19,975-94.4% | $7,344-84.8% |