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 | $331,627 | $109,881+201.8% | $150,045+121.0% | $84,808+291.0% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 21.58% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,681 | $3,561+3.4% | $4,693-21.6% | $2,631+39.9% |
| Participant deferral / active EE | $9,952 | $6,636+50.0% | $7,997+24.4% | $4,212+136.3% |
| Admin fee / account holder | $3,495 | $8,568-59.2% | $13,435-74.0% | $7,344-52.4% |