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 | $325,402 | $56,897+471.9% | $84,750+284.0% | $62,891+417.4% |
| Participation rate | 73.1% | 68.5%+4.5pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 7.02% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,304 | $2,400-4.0% | $3,574-35.5% | $2,281+1.0% |
| Participant deferral / active EE | $7,034 | $2,709+159.6% | $3,712+89.5% | $3,203+119.6% |
| Admin fee / account holder | $10,865 | $3,581+203.4% | $5,332+103.8% | $4,296+152.9% |