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 | $376,338 | $95,803+292.8% | $113,168+232.5% | $84,808+343.8% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 24.85% | 25.00%-0.2pp | 24.27%+0.6pp | 40.90%-16.1pp |
| Employer contribution / active EE | $8,495 | $2,360+259.9% | $2,975+185.5% | $2,631+222.9% |
| Participant deferral / active EE | $8,729 | $4,242+105.8% | $5,107+70.9% | $4,212+107.3% |
| Admin fee / account holder | $2,882 | $8,989-67.9% | $12,068-76.1% | $7,344-60.8% |