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 | $274,160 | $95,803+186.2% | $113,168+142.3% | $84,808+223.3% |
| Participation rate | 83.9% | 72.9%+11.0pp | 76.6%+7.3pp | 68.3%+15.6pp |
| Annual return | 14.39% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,069 | $2,360+30.0% | $2,975+3.2% | $2,631+16.6% |
| Participant deferral / active EE | $9,812 | $4,242+131.3% | $5,107+92.1% | $4,212+133.0% |
| Admin fee / account holder | $16,274 | $8,989+81.0% | $12,068+34.9% | $7,344+121.6% |