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 | $282,394 | $95,803+194.8% | $113,168+149.5% | $84,808+233.0% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 15.89% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,975 | $2,360+68.5% | $2,975+33.6% | $2,631+51.1% |
| Participant deferral / active EE | $11,586 | $4,242+173.1% | $5,107+126.9% | $4,212+175.1% |
| Admin fee / account holder | $1,090 | $8,989-87.9% | $12,068-91.0% | $7,344-85.2% |