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 | $271,889 | $72,277+276.2% | $101,248+168.5% | $79,858+240.5% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | 21.28% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $4,289 | $2,692+59.3% | $3,660+17.2% | $2,471+73.6% |
| Participant deferral / active EE | $7,890 | $3,282+140.4% | $4,370+80.5% | $3,740+111.0% |
| Admin fee / account holder | $3,008 | $4,400-31.7% | $5,945-49.4% | $5,306-43.3% |