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 | $293,743 | $86,929+237.9% | $102,423+186.8% | $80,856+263.3% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 11.68% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $6,225 | $2,369+162.7% | $3,023+105.9% | $2,755+126.0% |
| Participant deferral / active EE | $6,302 | $4,118+53.0% | $5,053+24.7% | $4,296+46.7% |
| Admin fee / account holder | $3,973 | $8,049-50.6% | $9,451-58.0% | $6,918-42.6% |