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 | $331,825 | $77,503+328.1% | $100,391+230.5% | $80,856+310.4% |
| Participation rate | 96.3% | 76.9%+19.4pp | 81.5%+14.8pp | 67.6%+28.7pp |
| Annual return | 21.60% | 37.20%-15.6pp | 49.20%-27.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $2,042 | $2,801-27.1% | $3,942-48.2% | $2,755-25.9% |
| Participant deferral / active EE | $7,929 | $6,820+16.3% | $8,082-1.9% | $4,296+84.6% |
| Admin fee / account holder | $58,230 | $5,897+887.4% | $7,899+637.2% | $6,918+741.7% |