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 6-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 | $257,488 | $81,460+216.1% | $103,333+149.2% | $80,856+218.5% |
| Participation rate | 85.9% | 66.8%+19.1pp | 74.5%+11.4pp | 67.6%+18.3pp |
| Annual return | 28.22% | 25.55%+2.7pp | 24.88%+3.3pp | 35.59%-7.4pp |
| Employer contribution / active EE | $3,598 | $3,105+15.9% | $3,868-7.0% | $2,755+30.6% |
| Participant deferral / active EE | $8,408 | $3,869+117.3% | $5,057+66.3% | $4,296+95.7% |
| Admin fee / account holder | $8,100 | $6,566+23.4% | $8,355-3.0% | $6,918+17.1% |