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 | $260,847 | $138,347+88.5% | $184,203+41.6% | $80,856+222.6% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 32.85% | 20.02%+12.8pp | 28.81%+4.0pp | 35.59%-2.7pp |
| Employer contribution / active EE | $9,863 | $4,850+103.3% | $6,427+53.5% | $2,755+258.0% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,079 | $10,483-61.1% | $13,901-70.7% | $6,918-41.0% |