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 | $258,005 | $80,717+219.6% | $154,803+66.7% | $84,808+204.2% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 16.73% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,414 | $2,761+132.3% | $4,305+49.0% | $2,631+143.8% |
| Participant deferral / active EE | $6,577 | $3,303+99.1% | $5,540+18.7% | $4,212+56.2% |
| Admin fee / account holder | $3,370 | $6,746-50.0% | $14,329-76.5% | $7,344-54.1% |