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 | $320,143 | $88,370+262.3% | $112,977+183.4% | $79,858+300.9% |
| Participation rate | 90.3% | 76.8%+13.5pp | 82.6%+7.8pp | 69.6%+20.7pp |
| Annual return | 17.99% | 23.16%-5.2pp | 24.24%-6.2pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,234 | $3,398+54.0% | $4,255+23.0% | $2,471+111.8% |
| Participant deferral / active EE | $7,308 | $4,536+61.1% | $5,836+25.2% | $3,740+95.4% |
| Admin fee / account holder | $3,941 | $5,750-31.5% | $6,294-37.4% | $5,306-25.7% |