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 | $271,313 | $87,870+208.8% | $113,168+139.7% | $74,304+265.1% |
| Participation rate | 82.1% | 70.7%+11.3pp | 76.6%+5.5pp | 60.3%+21.7pp |
| Annual return | 25.38% | 26.44%-1.1pp | 24.27%+1.1pp | 29.43%-4.0pp |
| Employer contribution / active EE | $8,066 | $2,277+254.2% | $2,975+171.1% | $2,241+259.9% |
| Participant deferral / active EE | $9,934 | $4,241+134.3% | $5,107+94.5% | $3,767+163.7% |
| Admin fee / account holder | $141,789 | $3,368+4109.8% | $12,068+1074.9% | $2,969+4675.9% |