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 | $261,406 | $64,480+305.4% | $81,382+221.2% | $80,856+223.3% |
| Participation rate | 92.3% | 63.9%+28.4pp | 69.5%+22.8pp | 67.6%+24.7pp |
| Annual return | 15.23% | 16.34%-1.1pp | 24.73%-9.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,763 | $1,978-10.9% | $2,463-28.4% | $2,755-36.0% |
| Participant deferral / active EE | $10,952 | $3,094+254.0% | $3,883+182.0% | $4,296+155.0% |
| Admin fee / account holder | $5,084 | $5,671-10.3% | $5,768-11.9% | $6,918-26.5% |