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 | $257,917 | $95,803+169.2% | $113,168+127.9% | $84,808+204.1% |
| Participation rate | 92.6% | 72.9%+19.8pp | 76.6%+16.1pp | 68.3%+24.3pp |
| Annual return | 17.51% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $6,614 | $2,360+180.2% | $2,975+122.3% | $2,631+151.4% |
| Participant deferral / active EE | $13,482 | $4,242+217.8% | $5,107+164.0% | $4,212+220.1% |
| Admin fee / account holder | $11,933 | $8,989+32.8% | $12,068-1.1% | $7,344+62.5% |