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 | $355,155 | $81,460+336.0% | $103,333+243.7% | $80,856+339.2% |
| Participation rate | 77.9% | 66.8%+11.1pp | 74.5%+3.4pp | 67.6%+10.3pp |
| Annual return | 32.33% | 25.55%+6.8pp | 24.88%+7.5pp | 35.59%-3.3pp |
| Employer contribution / active EE | $5,367 | $3,105+72.8% | $3,868+38.7% | $2,755+94.8% |
| Participant deferral / active EE | $10,996 | $3,869+184.2% | $5,057+117.4% | $4,296+156.0% |
| Admin fee / account holder | $6,042 | $6,566-8.0% | $8,355-27.7% | $6,918-12.7% |