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 | $323,889 | $148,978+117.4% | $200,582+61.5% | $84,808+281.9% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 14.12% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $10,756 | $4,815+123.4% | $6,419+67.6% | $2,631+308.8% |
| Participant deferral / active EE | $9,415 | $7,142+31.8% | $9,331+0.9% | $4,212+123.5% |
| Admin fee / account holder | $15,817 | $13,977+13.2% | $16,305-3.0% | $7,344+115.4% |