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 | $265,850 | $96,557+175.3% | $80,975+228.3% | $273,961-3.0% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 8.00% | 15.14%-7.1pp | 17.10%-9.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,375 | $4,868-51.2% | $3,714-36.1% | $4,869-51.2% |
| Participant deferral / active EE | $5,049 | $6,598-23.5% | $5,696-11.4% | $5,287-4.5% |
| Admin fee / account holder | $8,367 | $7,492+11.7% | $5,516+51.7% | $10,132-17.4% |