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 | $266,338 | $81,460+227.0% | $103,333+157.7% | $80,856+229.4% |
| Participation rate | 91.9% | 66.8%+25.0pp | 74.5%+17.4pp | 67.6%+24.3pp |
| Annual return | 14.52% | 25.55%-11.0pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $15,250 | $3,105+391.1% | $3,868+294.3% | $2,755+453.6% |
| Participant deferral / active EE | $11,406 | $3,869+194.8% | $5,057+125.5% | $4,296+165.5% |
| Admin fee / account holder | $3,922 | $6,566-40.3% | $8,355-53.1% | $6,918-43.3% |