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 | $250,609 | $78,422+219.6% | $95,952+161.2% | $79,858+213.8% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 11.96% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,717 | $1,945+39.7% | $2,541+6.9% | $2,471+10.0% |
| Participant deferral / active EE | $11,008 | $3,440+220.0% | $4,167+164.2% | $3,740+194.3% |
| Admin fee / account holder | $20,519 | $5,622+265.0% | $6,795+202.0% | $5,306+286.7% |