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 | $316,782 | $138,562+128.6% | $246,525+28.5% | $116,875+171.0% |
| Participation rate | 91.3% | 72.8%+18.5pp | 82.0%+9.4pp | 74.5%+16.8pp |
| Annual return | 15.13% | 16.14%-1.0pp | 0.46%+14.7pp | 16.29%-1.2pp |
| Employer contribution / active EE | $5,690 | $4,835+17.7% | $7,467-23.8% | $3,288+73.1% |
| Participant deferral / active EE | $7,542 | $4,207+79.3% | $5,422+39.1% | $3,885+94.1% |
| Admin fee / account holder | $35,163 | $18,110+94.2% | $16,551+112.5% | $12,263+186.8% |