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 | $270,884 | $102,828+163.4% | $105,387+157.0% | $152,861+77.2% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 21.81% | 20.85%+1.0pp | 26.82%-5.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,888 | $4,473+54.0% | $4,213+63.5% | $4,762+44.6% |
| Participant deferral / active EE | $9,263 | $5,465+69.5% | $5,502+68.4% | $5,850+58.3% |
| Admin fee / account holder | $9,775 | $8,683+12.6% | $6,559+49.0% | $11,596-15.7% |