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 | $258,028 | $71,883+259.0% | $86,677+197.7% | $68,494+276.7% |
| Participation rate | 96.7% | 72.2%+24.5pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | 12.77% | 3.52%+9.2pp | 35.91%-23.1pp | -7.84%+20.6pp |
| Employer contribution / active EE | $6,166 | $2,173+183.8% | $2,836+117.4% | $2,596+137.5% |
| Participant deferral / active EE | $7,462 | $3,779+97.5% | $4,656+60.3% | $4,027+85.3% |
| Admin fee / account holder | $26,206 | $6,112+328.8% | $7,493+249.7% | $5,403+385.1% |