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 | $280,399 | $148,978+88.2% | $200,582+39.8% | $84,808+230.6% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 17.27% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,572 | $4,815-5.1% | $6,419-28.8% | $2,631+73.8% |
| Participant deferral / active EE | $8,331 | $7,142+16.6% | $9,331-10.7% | $4,212+97.8% |
| Admin fee / account holder | $15,470 | $13,977+10.7% | $16,305-5.1% | $7,344+110.7% |