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 | $347,958 | $64,348+440.7% | $90,160+285.9% | $70,131+396.2% |
| Participation rate | 95.8% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 18.94% | 28.13%-9.2pp | 34.88%-15.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $7,422 | $2,046+262.8% | $3,318+123.7% | $2,342+216.9% |
| Participant deferral / active EE | $5,683 | $4,389+29.5% | $5,288+7.5% | $3,332+70.6% |
| Admin fee / account holder | $20,364 | $3,944+416.4% | $5,943+242.7% | $4,645+338.4% |