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 | $313,934 | $60,022+423.0% | $88,946+253.0% | $84,808+270.2% |
| Participation rate | 88.5% | 57.8%+30.6pp | 68.8%+19.6pp | 68.3%+20.2pp |
| Annual return | 18.00% | 22.43%-4.4pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,847 | $1,703+67.2% | $2,555+11.4% | $2,631+8.2% |
| Participant deferral / active EE | $6,916 | $3,114+122.1% | $4,581+51.0% | $4,212+64.2% |
| Admin fee / account holder | $3,873 | $4,811-19.5% | $8,261-53.1% | $7,344-47.3% |