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 | $308,862 | $102,245+202.1% | $89,340+245.7% | $137,256+125.0% |
| Participation rate | 93.8% | 74.9%+18.9pp | 69.6%+24.2pp | 80.0%+13.8pp |
| Annual return | 18.74% | 21.89%-3.2pp | 20.57%-1.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $18,996 | $2,529+651.1% | $2,231+751.3% | $4,156+357.1% |
| Participant deferral / active EE | $12,795 | $4,436+188.4% | $3,823+234.7% | $6,407+99.7% |
| Admin fee / account holder | $1,082 | $8,085-86.6% | $6,704-83.9% | $12,270-91.2% |