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 | $252,682 | $109,881+130.0% | $150,045+68.4% | $84,808+197.9% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 17.38% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $10,309 | $3,561+189.5% | $4,693+119.7% | $2,631+291.8% |
| Participant deferral / active EE | $15,164 | $6,636+128.5% | $7,997+89.6% | $4,212+260.1% |
| Admin fee / account holder | $8,349 | $8,568-2.6% | $13,435-37.9% | $7,344+13.7% |