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 | $259,015 | $79,944+224.0% | $98,439+163.1% | $75,163+244.6% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.2%+18.8pp | 67.2%+26.8pp |
| Annual return | 14.69% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $5,751 | $2,264+154.0% | $3,048+88.7% | $2,670+115.4% |
| Participant deferral / active EE | $12,240 | $3,752+226.2% | $4,738+158.3% | $4,125+196.7% |
| Admin fee / account holder | $12,585 | $6,840+84.0% | $8,948+40.6% | $5,651+122.7% |