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 | $259,479 | $109,881+136.1% | $150,045+72.9% | $84,808+206.0% |
| Participation rate | 79.1% | 76.1%+3.0pp | 82.3%-3.3pp | 68.3%+10.8pp |
| Annual return | 14.22% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,287 | $3,561-7.7% | $4,693-30.0% | $2,631+24.9% |
| Participant deferral / active EE | $6,192 | $6,636-6.7% | $7,997-22.6% | $4,212+47.0% |
| Admin fee / account holder | $1,823 | $8,568-78.7% | $13,435-86.4% | $7,344-75.2% |