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 | $260,319 | $95,803+171.7% | $113,168+130.0% | $84,808+207.0% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 22.52% | 25.00%-2.5pp | 24.27%-1.8pp | 40.90%-18.4pp |
| Employer contribution / active EE | $8,482 | $2,360+259.4% | $2,975+185.1% | $2,631+222.4% |
| Participant deferral / active EE | $10,009 | $4,242+135.9% | $5,107+96.0% | $4,212+137.6% |
| Admin fee / account holder | $12,755 | $8,989+41.9% | $12,068+5.7% | $7,344+73.7% |