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 | $256,747 | $80,968+217.1% | $96,544+165.9% | $75,163+241.6% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 21.99% | 27.06%-5.1pp | 25.84%-3.9pp | 160.62%-138.6pp |
| Employer contribution / active EE | $10,742 | $2,282+370.8% | $2,965+262.3% | $2,670+302.3% |
| Participant deferral / active EE | $5,133 | $3,928+30.7% | $4,851+5.8% | $4,125+24.4% |
| Admin fee / account holder | $7,225 | $6,724+7.4% | $8,252-12.5% | $5,651+27.9% |