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 | $259,982 | $109,881+136.6% | $150,045+73.3% | $84,808+206.6% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 16.80% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,579 | $3,561+28.6% | $4,693-2.4% | $2,631+74.0% |
| Participant deferral / active EE | $9,519 | $6,636+43.4% | $7,997+19.0% | $4,212+126.0% |
| Admin fee / account holder | $7,028 | $8,568-18.0% | $13,435-47.7% | $7,344-4.3% |