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 | $324,607 | $148,978+117.9% | $200,582+61.8% | $84,808+282.8% |
| Participation rate | 96.5% | 84.2%+12.3pp | 86.9%+9.6pp | 68.3%+28.2pp |
| Annual return | 17.68% | 28.16%-10.5pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $10,759 | $4,815+123.4% | $6,419+67.6% | $2,631+308.9% |
| Participant deferral / active EE | $17,144 | $7,142+140.0% | $9,331+83.7% | $4,212+307.1% |
| Admin fee / account holder | $14,430 | $13,977+3.2% | $16,305-11.5% | $7,344+96.5% |