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 | $258,722 | $109,881+135.5% | $150,045+72.4% | $84,808+205.1% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 16.17% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,327 | $3,561+21.5% | $4,693-7.8% | $2,631+64.5% |
| Participant deferral / active EE | $13,338 | $6,636+101.0% | $7,997+66.8% | $4,212+216.7% |
| Admin fee / account holder | $8,739 | $8,568+2.0% | $13,435-35.0% | $7,344+19.0% |