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 | $270,498 | $93,571+189.1% | $135,903+99.0% | $75,163+259.9% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 18.81% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,285 | $3,537+21.2% | $4,856-11.8% | $2,670+60.5% |
| Participant deferral / active EE | $9,060 | $6,404+41.5% | $7,758+16.8% | $4,125+119.6% |
| Admin fee / account holder | $4,198 | $6,975-39.8% | $10,762-61.0% | $5,651-25.7% |