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 | $295,569 | $109,881+169.0% | $150,045+97.0% | $84,808+248.5% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 14.44% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,473 | $3,561+53.7% | $4,693+16.6% | $2,631+108.0% |
| Participant deferral / active EE | $11,652 | $6,636+75.6% | $7,997+45.7% | $4,212+176.7% |
| Admin fee / account holder | $6,171 | $8,568-28.0% | $13,435-54.1% | $7,344-16.0% |