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 | $290,970 | $72,492+301.4% | $87,100+234.1% | $72,985+298.7% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 21.46% | 24.46%-3.0pp | 28.19%-6.7pp | 81.00%-59.5pp |
| Employer contribution / active EE | $6,604 | $1,894+248.7% | $2,521+161.9% | $2,440+170.7% |
| Participant deferral / active EE | $15,708 | $3,270+380.5% | $4,049+288.0% | $3,607+335.5% |
| Admin fee / account holder | $28,711 | $5,055+468.0% | $7,497+283.0% | $5,124+460.3% |