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 | $331,706 | $95,266+248.2% | $82,389+302.6% | $142,382+133.0% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.5%+24.2pp | 80.1%+13.6pp |
| Annual return | 15.27% | 25.74%-10.5pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,189 | $2,991+40.1% | $2,517+66.4% | $4,299-2.6% |
| Participant deferral / active EE | $10,542 | $4,809+119.2% | $4,155+153.7% | $6,507+62.0% |
| Admin fee / account holder | $1,451 | $8,563-83.1% | $7,231-79.9% | $12,624-88.5% |