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 | $353,137 | $95,266+270.7% | $82,389+328.6% | $142,382+148.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 28.63% | 25.74%+2.9pp | 28.67%0pp | 217.08%-188.4pp |
| Employer contribution / active EE | $7,120 | $2,991+138.0% | $2,517+182.9% | $4,299+65.6% |
| Participant deferral / active EE | $8,786 | $4,809+82.7% | $4,155+111.5% | $6,507+35.0% |
| Admin fee / account holder | $1,787 | $8,563-79.1% | $7,231-75.3% | $12,624-85.8% |