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 | $266,845 | $56,277+374.2% | $80,975+229.5% | $62,891+324.3% |
| Participation rate | 98.4% | 69.0%+29.4pp | 75.8%+22.5pp | 69.3%+29.1pp |
| Annual return | 8.28% | 22.12%-13.8pp | 17.10%-8.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $8,107 | $1,943+317.3% | $3,714+118.3% | $2,281+255.4% |
| Participant deferral / active EE | $3,646 | $4,195-13.1% | $5,696-36.0% | $3,203+13.8% |
| Admin fee / account holder | $8,738 | $3,741+133.6% | $5,516+58.4% | $4,296+103.4% |