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 | $340,902 | $67,411+405.7% | $91,001+274.6% | $70,131+386.1% |
| Participation rate | 92.1% | 71.4%+20.7pp | 75.6%+16.5pp | 69.5%+22.6pp |
| Annual return | 16.74% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $7,312 | $1,786+309.4% | $2,456+197.8% | $2,342+212.1% |
| Participant deferral / active EE | $9,923 | $2,823+251.5% | $3,547+179.7% | $3,332+197.8% |
| Admin fee / account holder | $3,807 | $4,236-10.1% | $5,417-29.7% | $4,645-18.1% |