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 | $252,635 | $106,584+137.0% | $101,326+149.3% | $142,382+77.4% |
| Participation rate | 82.4% | 82.7%-0.3pp | 81.5%+0.9pp | 80.1%+2.2pp |
| Annual return | 13.77% | 36.93%-23.2pp | 36.82%-23.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,755 | $3,956+20.2% | $3,665+29.7% | $4,299+10.6% |
| Participant deferral / active EE | $10,249 | $8,297+23.5% | $7,994+28.2% | $6,507+57.5% |
| Admin fee / account holder | $8,848 | $11,446-22.7% | $11,185-20.9% | $12,624-29.9% |