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 | $271,582 | $95,803+183.5% | $113,168+140.0% | $84,808+220.2% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 16.55% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $10,946 | $2,360+363.8% | $2,975+267.9% | $2,631+316.1% |
| Participant deferral / active EE | $3,992 | $4,242-5.9% | $5,107-21.8% | $4,212-5.2% |
| Admin fee / account holder | $17,535 | $8,989+95.1% | $12,068+45.3% | $7,344+138.8% |