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 3-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 | $261,223 | $148,978+75.3% | $200,582+30.2% | $84,808+208.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.22% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,752 | $4,815-22.1% | $6,419-41.5% | $2,631+42.6% |
| Participant deferral / active EE | $5,011 | $7,142-29.8% | $9,331-46.3% | $4,212+19.0% |
| Admin fee / account holder | $13,555 | $13,977-3.0% | $16,305-16.9% | $7,344+84.6% |