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 | $307,493 | $72,492+324.2% | $87,100+253.0% | $72,985+321.3% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 19.38% | 24.46%-5.1pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $8,674 | $1,894+358.0% | $2,521+244.0% | $2,440+255.5% |
| Participant deferral / active EE | $4,591 | $3,270+40.4% | $4,049+13.4% | $3,607+27.3% |
| Admin fee / account holder | $1,600 | $5,055-68.3% | $7,497-78.7% | $5,124-68.8% |