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 | $278,554 | $89,355+211.7% | $141,162+97.3% | $72,985+281.7% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 22.12% | 111.85%-89.7pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,316 | $3,114+6.5% | $4,735-30.0% | $2,440+35.9% |
| Participant deferral / active EE | $6,231 | $5,418+15.0% | $6,709-7.1% | $3,607+72.7% |
| Admin fee / account holder | $1,732 | $5,958-70.9% | $10,261-83.1% | $5,124-66.2% |