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 | $258,726 | $94,625+173.4% | $116,228+122.6% | $84,808+205.1% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.6%+12.1pp | 68.3%+18.4pp |
| Annual return | 16.04% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,210 | $2,347-5.8% | $2,994-26.2% | $2,631-16.0% |
| Participant deferral / active EE | $6,450 | $3,972+62.4% | $4,953+30.2% | $4,212+53.1% |
| Admin fee / account holder | $7,267 | $10,091-28.0% | $11,989-39.4% | $7,344-1.0% |