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 | $306,830 | $80,968+279.0% | $96,544+217.8% | $75,163+308.2% |
| Participation rate | 81.6% | 71.8%+9.9pp | 76.0%+5.7pp | 67.2%+14.4pp |
| Annual return | 15.76% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,998 | $2,282+31.4% | $2,965+1.1% | $2,670+12.3% |
| Participant deferral / active EE | $7,533 | $3,928+91.8% | $4,851+55.3% | $4,125+82.6% |
| Admin fee / account holder | $6,500 | $6,724-3.3% | $8,252-21.2% | $5,651+15.0% |