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 | $255,207 | $109,413+133.3% | $156,263+63.3% | $84,808+200.9% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 14.31% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,771 | $2,907+29.7% | $4,333-13.0% | $2,631+43.3% |
| Participant deferral / active EE | $9,802 | $4,590+113.6% | $6,158+59.2% | $4,212+132.7% |
| Admin fee / account holder | $7,436 | $9,357-20.5% | $14,255-47.8% | $7,344+1.3% |