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 | $347,695 | $109,881+216.4% | $150,045+131.7% | $84,808+310.0% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.6pp | 68.3%+15.6pp |
| Annual return | 18.48% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $18,945 | $3,561+432.0% | $4,693+303.7% | $2,631+620.1% |
| Participant deferral / active EE | $13,625 | $6,636+105.3% | $7,997+70.4% | $4,212+223.5% |
| Admin fee / account holder | $9,170 | $8,568+7.0% | $13,435-31.7% | $7,344+24.9% |