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 | $272,307 | $77,503+251.4% | $100,391+171.2% | $80,856+236.8% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 67.6%+20.4pp |
| Annual return | 16.42% | 37.20%-20.8pp | 49.20%-32.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,873 | $2,801+2.6% | $3,942-27.1% | $2,755+4.3% |
| Participant deferral / active EE | $13,114 | $6,820+92.3% | $8,082+62.3% | $4,296+205.3% |
| Admin fee / account holder | $16,711 | $5,897+183.4% | $7,899+111.5% | $6,918+141.6% |