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 | $268,278 | $80,717+232.4% | $154,803+73.3% | $84,808+216.3% |
| Participation rate | 94.9% | 66.8%+28.1pp | 78.1%+16.8pp | 68.3%+26.6pp |
| Annual return | 17.46% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $6,448 | $2,761+133.5% | $4,305+49.8% | $2,631+145.1% |
| Participant deferral / active EE | $8,430 | $3,303+155.2% | $5,540+52.1% | $4,212+100.2% |
| Admin fee / account holder | $7,675 | $6,746+13.8% | $14,329-46.4% | $7,344+4.5% |