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 | $267,400 | $109,413+144.4% | $156,263+71.1% | $84,808+215.3% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 15.81% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,145 | $2,907+8.2% | $4,333-27.4% | $2,631+19.5% |
| Participant deferral / active EE | $7,260 | $4,590+58.2% | $6,158+17.9% | $4,212+72.4% |
| Admin fee / account holder | $2,134 | $9,357-77.2% | $14,255-85.0% | $7,344-70.9% |