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 | $286,094 | $80,717+254.4% | $154,803+84.8% | $84,808+237.3% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.4pp | 68.3%+30.2pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $10,306 | $2,761+273.2% | $4,305+139.4% | $2,631+291.7% |
| Participant deferral / active EE | $6,107 | $3,303+84.9% | $5,540+10.2% | $4,212+45.0% |
| Admin fee / account holder | $7,033 | $6,746+4.3% | $14,329-50.9% | $7,344-4.2% |