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 | $265,914 | $106,749+149.1% | $145,433+82.8% | $82,448+222.5% |
| Participation rate | 82.4% | 75.6%+6.7pp | 82.1%+0.2pp | 68.1%+14.3pp |
| Annual return | 17.33% | 27.59%-10.3pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,866 | $3,444-16.8% | $4,554-37.1% | $2,551+12.3% |
| Participant deferral / active EE | $7,545 | $6,519+15.7% | $7,897-4.5% | $4,139+82.3% |
| Admin fee / account holder | $2,734 | $8,390-67.4% | $13,129-79.2% | $7,234-62.2% |