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 | $271,264 | $56,897+376.8% | $84,750+220.1% | $62,891+331.3% |
| Participation rate | 80.6% | 68.5%+12.0pp | 76.6%+4.0pp | 69.3%+11.2pp |
| Annual return | 6.28% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,075 | $2,400+69.8% | $3,574+14.0% | $2,281+78.7% |
| Participant deferral / active EE | $9,159 | $2,709+238.1% | $3,712+146.8% | $3,203+185.9% |
| Admin fee / account holder | $8,508 | $3,581+137.6% | $5,332+59.6% | $4,296+98.1% |