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 | $278,300 | $106,749+160.7% | $145,433+91.4% | $82,448+237.5% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 15.52% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,817 | $3,444-18.2% | $4,554-38.1% | $2,551+10.4% |
| Participant deferral / active EE | $6,347 | $6,519-2.6% | $7,897-19.6% | $4,139+53.3% |
| Admin fee / account holder | $7,541 | $8,390-10.1% | $13,129-42.6% | $7,234+4.2% |