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 | $250,749 | $60,892+311.8% | $82,389+204.3% | $84,808+195.7% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 15.07% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,562 | $1,779+100.2% | $2,517+41.5% | $2,631+35.4% |
| Participant deferral / active EE | $8,105 | $3,179+155.0% | $4,155+95.1% | $4,212+92.4% |
| Admin fee / account holder | $21,317 | $5,467+289.9% | $7,231+194.8% | $7,344+190.3% |