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 | $401,488 | $95,803+319.1% | $113,168+254.8% | $84,808+373.4% |
| Participation rate | 87.0% | 72.9%+14.1pp | 76.6%+10.4pp | 68.3%+18.7pp |
| Annual return | 20.77% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $21,940 | $2,360+829.7% | $2,975+637.4% | $2,631+733.9% |
| Participant deferral / active EE | $3,336 | $4,242-21.4% | $5,107-34.7% | $4,212-20.8% |
| Admin fee / account holder | $6,091 | $8,989-32.2% | $12,068-49.5% | $7,344-17.1% |