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 | $275,639 | $125,758+119.2% | $169,993+62.1% | $75,163+266.7% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 21.23% | 27.20%-6.0pp | 53.37%-32.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $8,330 | $4,615+80.5% | $6,785+22.8% | $2,670+212.0% |
| Participant deferral / active EE | $15,722 | $6,837+129.9% | $10,408+51.1% | $4,125+281.1% |
| Admin fee / account holder | $5,313 | $8,173-35.0% | $12,815-58.5% | $5,651-6.0% |