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 | $95,453+294.3% | $112,040+235.9% | $82,448+356.5% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 24.85% | 23.92%+0.9pp | 24.52%+0.3pp | 41.64%-16.8pp |
| Employer contribution / active EE | $8,495 | $2,318+266.5% | $2,954+187.6% | $2,551+233.0% |
| Participant deferral / active EE | $8,729 | $4,224+106.7% | $5,098+71.2% | $4,139+110.9% |
| Admin fee / account holder | $2,882 | $9,013-68.0% | $12,098-76.2% | $7,234-60.2% |