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 | $250,551 | $74,927+234.4% | $101,794+146.1% | $84,808+195.4% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.2%+28.8pp | 68.3%+29.7pp |
| Annual return | 13.93% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $7,252 | $1,522+376.5% | $2,289+216.8% | $2,631+175.6% |
| Participant deferral / active EE | $9,158 | $3,099+195.5% | $4,084+124.2% | $4,212+117.4% |
| Admin fee / account holder | $27,637 | $6,514+324.3% | $8,777+214.9% | $7,344+276.3% |