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 | $306,029 | $84,233+263.3% | $170,442+79.6% | $70,131+336.4% |
| Participation rate | 98.6% | 70.8%+27.7pp | 83.6%+15.0pp | 69.5%+29.0pp |
| Annual return | 15.50% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $10,310 | $3,387+204.4% | $5,433+89.8% | $2,342+340.1% |
| Participant deferral / active EE | $6,984 | $3,086+126.3% | $4,939+41.4% | $3,332+109.6% |
| Admin fee / account holder | $4,635 | $5,698-18.6% | $13,880-66.6% | $4,645-0.2% |