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 | $326,491 | $94,625+245.0% | $116,228+180.9% | $84,808+285.0% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.8pp |
| Annual return | 12.73% | 20.40%-7.7pp | 90.06%-77.3pp | 40.90%-28.2pp |
| Employer contribution / active EE | $6,888 | $2,347+193.5% | $2,994+130.0% | $2,631+161.8% |
| Participant deferral / active EE | $18,257 | $3,972+359.7% | $4,953+268.6% | $4,212+333.5% |
| Admin fee / account holder | $2,543 | $10,091-74.8% | $11,989-78.8% | $7,344-65.4% |