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 | $278,910 | $101,724+174.2% | $164,813+69.2% | $80,856+244.9% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | 17.44% | 16.72%+0.7pp | 69.93%-52.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $6,303 | $2,953+113.4% | $4,341+45.2% | $2,755+128.8% |
| Participant deferral / active EE | $6,848 | $4,477+52.9% | $6,031+13.5% | $4,296+59.4% |
| Admin fee / account holder | $27,887 | $8,227+239.0% | $12,690+119.8% | $6,918+303.1% |