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 | $273,332 | $109,413+149.8% | $156,263+74.9% | $84,808+222.3% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.2pp |
| Annual return | 18.70% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $18,397 | $2,907+532.9% | $4,333+324.6% | $2,631+599.2% |
| Participant deferral / active EE | $4,547 | $4,590-0.9% | $6,158-26.2% | $4,212+8.0% |
| Admin fee / account holder | $10,290 | $9,357+10.0% | $14,255-27.8% | $7,344+40.1% |