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 | $251,808 | $71,883+250.3% | $86,677+190.5% | $68,494+267.6% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | 2.94% | 3.52%-0.6pp | 35.91%-33.0pp | -7.84%+10.8pp |
| Employer contribution / active EE | $3,126 | $2,173+43.9% | $2,836+10.2% | $2,596+20.4% |
| Participant deferral / active EE | $9,329 | $3,779+146.9% | $4,656+100.4% | $4,027+131.7% |
| Admin fee / account holder | $5,207 | $6,112-14.8% | $7,493-30.5% | $5,403-3.6% |