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 | $312,829 | $79,944+291.3% | $98,439+217.8% | $75,163+316.2% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 25.94% | 19.75%+6.2pp | 21.16%+4.8pp | 160.62%-134.7pp |
| Employer contribution / active EE | $3,486 | $2,264+54.0% | $3,048+14.4% | $2,670+30.6% |
| Participant deferral / active EE | $8,093 | $3,752+115.7% | $4,738+70.8% | $4,125+96.2% |
| Admin fee / account holder | $5,480 | $6,840-19.9% | $8,948-38.8% | $5,651-3.0% |