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 | $254,504 | $72,277+252.1% | $101,248+151.4% | $79,858+218.7% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%-0.1pp | 69.6%+6.1pp |
| Annual return | 11.22% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $5,285 | $2,692+96.3% | $3,660+44.4% | $2,471+113.9% |
| Participant deferral / active EE | $13,670 | $3,282+316.5% | $4,370+212.8% | $3,740+265.5% |
| Admin fee / account holder | $2,584 | $4,400-41.3% | $5,945-56.5% | $5,306-51.3% |