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 | $259,524 | $109,413+137.2% | $156,263+66.1% | $84,808+206.0% |
| Participation rate | 82.1% | 72.7%+9.4pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 15.18% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,979 | $2,907-31.9% | $4,333-54.3% | $2,631-24.8% |
| Participant deferral / active EE | $5,051 | $4,590+10.0% | $6,158-18.0% | $4,212+19.9% |
| Admin fee / account holder | $10,987 | $9,357+17.4% | $14,255-22.9% | $7,344+49.6% |