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 | $354,821 | $88,370+301.5% | $112,977+214.1% | $79,858+344.3% |
| Participation rate | 76.7% | 76.8%-0.1pp | 82.6%-5.8pp | 69.6%+7.1pp |
| Annual return | 14.04% | 23.16%-9.1pp | 24.24%-10.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $14,939 | $3,398+339.7% | $4,255+251.1% | $2,471+504.6% |
| Participant deferral / active EE | $14,939 | $4,536+229.4% | $5,836+156.0% | $3,740+299.4% |
| Admin fee / account holder | $2,435 | $5,750-57.6% | $6,294-61.3% | $5,306-54.1% |