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 | $297,316 | $80,968+267.2% | $96,544+208.0% | $75,163+295.6% |
| Participation rate | 93.8% | 71.8%+22.0pp | 76.0%+17.8pp | 67.2%+26.6pp |
| Annual return | 16.92% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,801 | $2,282+154.2% | $2,965+95.7% | $2,670+117.3% |
| Participant deferral / active EE | $7,128 | $3,928+81.5% | $4,851+46.9% | $4,125+72.8% |
| Admin fee / account holder | $7,294 | $6,724+8.5% | $8,252-11.6% | $5,651+29.1% |