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 | $275,099 | $95,453+188.2% | $112,040+145.5% | $82,448+233.7% |
| Participation rate | 92.6% | 72.8%+19.9pp | 76.5%+16.2pp | 68.1%+24.6pp |
| Annual return | 19.26% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $6,236 | $2,318+169.1% | $2,954+111.1% | $2,551+144.5% |
| Participant deferral / active EE | $8,789 | $4,224+108.1% | $5,098+72.4% | $4,139+112.3% |
| Admin fee / account holder | $1,191 | $9,013-86.8% | $12,098-90.2% | $7,234-83.5% |