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 | $298,406 | $167,484+78.2% | $151,611+96.8% | $134,475+121.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | 6.38% | 7.80%-1.4pp | 3.33%+3.0pp | 417.96%-411.6pp |
| Employer contribution / active EE | $7,640 | $6,829+11.9% | $6,166+23.9% | $4,740+61.2% |
| Participant deferral / active EE | $12,659 | $8,986+40.9% | $8,363+51.4% | $6,400+97.8% |
| Admin fee / account holder | $8,524 | $13,783-38.2% | $11,616-26.6% | $11,426-25.4% |