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 | $315,010 | $102,828+206.3% | $105,387+198.9% | $152,861+106.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.73% | 20.85%-4.1pp | 26.82%-10.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $10,131 | $4,473+126.5% | $4,213+140.5% | $4,762+112.7% |
| Participant deferral / active EE | $5,971 | $5,465+9.3% | $5,502+8.5% | $5,850+2.1% |
| Admin fee / account holder | $11,204 | $8,683+29.0% | $6,559+70.8% | $11,596-3.4% |