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 | $300,596 | $109,881+173.6% | $150,045+100.3% | $84,808+254.4% |
| Participation rate | 84.9% | 76.1%+8.8pp | 82.3%+2.6pp | 68.3%+16.6pp |
| Annual return | 15.97% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,630 | $3,561+1.9% | $4,693-22.7% | $2,631+38.0% |
| Participant deferral / active EE | $6,516 | $6,636-1.8% | $7,997-18.5% | $4,212+54.7% |
| Admin fee / account holder | $5,543 | $8,568-35.3% | $13,435-58.7% | $7,344-24.5% |