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 | $295,206 | $100,326+194.2% | $180,183+63.8% | $84,808+248.1% |
| Participation rate | 91.1% | 71.0%+20.1pp | 77.4%+13.7pp | 68.3%+22.8pp |
| Annual return | 17.00% | 17.86%-0.9pp | 27.86%-10.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,093 | $3,269+147.6% | $5,039+60.6% | $2,631+207.6% |
| Participant deferral / active EE | $8,116 | $5,066+60.2% | $6,822+19.0% | $4,212+92.7% |
| Admin fee / account holder | $52,576 | $9,674+443.5% | $19,975+163.2% | $7,344+615.9% |