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 | $260,007 | $109,881+136.6% | $150,045+73.3% | $84,808+206.6% |
| Participation rate | 84.4% | 76.1%+8.4pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 17.91% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,178 | $3,561-10.8% | $4,693-32.3% | $2,631+20.8% |
| Participant deferral / active EE | $9,342 | $6,636+40.8% | $7,997+16.8% | $4,212+121.8% |
| Admin fee / account holder | $8,849 | $8,568+3.3% | $13,435-34.1% | $7,344+20.5% |