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 | $259,497 | $148,978+74.2% | $200,582+29.4% | $84,808+206.0% |
| Participation rate | 98.3% | 84.2%+14.1pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 13.82% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,736 | $4,815-22.4% | $6,419-41.8% | $2,631+42.0% |
| Participant deferral / active EE | $4,191 | $7,142-41.3% | $9,331-55.1% | $4,212-0.5% |
| Admin fee / account holder | $11,490 | $13,977-17.8% | $16,305-29.5% | $7,344+56.5% |