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 | $281,583 | $95,803+193.9% | $113,168+148.8% | $84,808+232.0% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.7pp |
| Annual return | 18.81% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $7,105 | $2,360+201.1% | $2,975+138.8% | $2,631+170.0% |
| Participant deferral / active EE | $7,814 | $4,242+84.2% | $5,107+53.0% | $4,212+85.5% |
| Admin fee / account holder | $1,448 | $8,989-83.9% | $12,068-88.0% | $7,344-80.3% |