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 | $345,592 | $148,978+132.0% | $200,582+72.3% | $84,808+307.5% |
| Participation rate | 86.2% | 84.2%+2.0pp | 86.9%-0.7pp | 68.3%+17.9pp |
| Annual return | 16.19% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,789 | $4,815-0.5% | $6,419-25.4% | $2,631+82.0% |
| Participant deferral / active EE | $9,488 | $7,142+32.9% | $9,331+1.7% | $4,212+125.3% |
| Admin fee / account holder | $7,365 | $13,977-47.3% | $16,305-54.8% | $7,344+0.3% |