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 | $260,937 | $78,926+230.6% | $136,749+90.8% | $84,808+207.7% |
| Participation rate | 87.9% | 62.2%+25.7pp | 72.1%+15.8pp | 68.3%+19.6pp |
| Annual return | 16.63% | 18.17%-1.5pp | 24.33%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $8,831 | $2,134+313.8% | $3,400+159.8% | $2,631+235.6% |
| Participant deferral / active EE | $8,208 | $3,168+159.1% | $4,692+74.9% | $4,212+94.9% |
| Admin fee / account holder | $8,825 | $6,369+38.6% | $11,386-22.5% | $7,344+20.2% |