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 | $278,835 | $95,803+191.1% | $113,168+146.4% | $84,808+228.8% |
| Participation rate | 98.2% | 72.9%+25.4pp | 76.6%+21.7pp | 68.3%+29.9pp |
| Annual return | 34.45% | 25.00%+9.4pp | 24.27%+10.2pp | 40.90%-6.5pp |
| Employer contribution / active EE | $5,371 | $2,360+127.6% | $2,975+80.5% | $2,631+104.1% |
| Participant deferral / active EE | $5,936 | $4,242+39.9% | $5,107+16.2% | $4,212+40.9% |
| Admin fee / account holder | $11,360 | $8,989+26.4% | $12,068-5.9% | $7,344+54.7% |