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 | $250,196 | $60,892+310.9% | $82,389+203.7% | $84,808+195.0% |
| Participation rate | 81.0% | 63.3%+17.7pp | 69.5%+11.4pp | 68.3%+12.6pp |
| Annual return | 17.00% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,682 | $1,779+163.1% | $2,517+86.0% | $2,631+77.9% |
| Participant deferral / active EE | $12,242 | $3,179+285.1% | $4,155+194.7% | $4,212+190.7% |
| Admin fee / account holder | $8,517 | $5,467+55.8% | $7,231+17.8% | $7,344+16.0% |