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 | $277,613 | $81,460+240.8% | $103,333+168.7% | $80,856+243.3% |
| Participation rate | 73.5% | 66.8%+6.6pp | 74.5%-1.0pp | 67.6%+5.8pp |
| Annual return | 22.29% | 25.55%-3.3pp | 24.88%-2.6pp | 35.59%-13.3pp |
| Employer contribution / active EE | $5,957 | $3,105+91.8% | $3,868+54.0% | $2,755+116.2% |
| Participant deferral / active EE | $11,914 | $3,869+208.0% | $5,057+135.6% | $4,296+177.4% |
| Admin fee / account holder | $26,343 | $6,566+301.2% | $8,355+215.3% | $6,918+280.8% |