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 | $260,434 | $109,413+138.0% | $156,263+66.7% | $84,808+207.1% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 13.84% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,576 | $2,907+126.2% | $4,333+51.8% | $2,631+149.9% |
| Participant deferral / active EE | $3,876 | $4,590-15.6% | $6,158-37.1% | $4,212-8.0% |
| Admin fee / account holder | $7,290 | $9,357-22.1% | $14,255-48.9% | $7,344-0.7% |