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 | $261,807 | $148,978+75.7% | $200,582+30.5% | $84,808+208.7% |
| Participation rate | 90.6% | 84.2%+6.4pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 16.10% | 28.16%-12.1pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,799 | $4,815+20.4% | $6,419-9.7% | $2,631+120.4% |
| Participant deferral / active EE | $9,032 | $7,142+26.5% | $9,331-3.2% | $4,212+114.5% |
| Admin fee / account holder | $11,875 | $13,977-15.0% | $16,305-27.2% | $7,344+61.7% |