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 | $377,995 | $153,772+145.8% | $133,980+182.1% | $273,961+38.0% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 5.61% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,902 | $6,029-2.1% | $5,211+13.3% | $4,869+21.2% |
| Participant deferral / active EE | $17,927 | $6,958+157.6% | $6,282+185.4% | $5,287+239.1% |
| Admin fee / account holder | $67,099 | $11,765+470.3% | $9,324+619.6% | $10,132+562.3% |