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 | $293,660 | $148,978+97.1% | $200,582+46.4% | $84,808+246.3% |
| Participation rate | 90.7% | 84.2%+6.5pp | 86.9%+3.9pp | 68.3%+22.4pp |
| Annual return | 19.23% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $6,634 | $4,815+37.8% | $6,419+3.3% | $2,631+152.1% |
| Participant deferral / active EE | $7,366 | $7,142+3.1% | $9,331-21.1% | $4,212+74.9% |
| Admin fee / account holder | $10,336 | $13,977-26.1% | $16,305-36.6% | $7,344+40.7% |