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 | $270,716 | $81,460+232.3% | $103,333+162.0% | $80,856+234.8% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.6%+27.4pp |
| Annual return | 15.64% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $10,540 | $3,105+239.4% | $3,868+172.5% | $2,755+282.6% |
| Participant deferral / active EE | $10,799 | $3,869+179.1% | $5,057+113.5% | $4,296+151.4% |
| Admin fee / account holder | $10,499 | $6,566+59.9% | $8,355+25.7% | $6,918+51.8% |