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 | $278,458 | $56,897+389.4% | $84,750+228.6% | $62,891+342.8% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 6.16% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $12,499 | $2,400+420.8% | $3,574+249.7% | $2,281+448.0% |
| Participant deferral / active EE | $3,559 | $2,709+31.4% | $3,712-4.1% | $3,203+11.1% |
| Admin fee / account holder | $4,383 | $3,581+22.4% | $5,332-17.8% | $4,296+2.0% |