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 | $275,966 | $109,413+152.2% | $156,263+76.6% | $84,808+225.4% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 14.11% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,719 | $2,907+27.9% | $4,333-14.2% | $2,631+41.3% |
| Participant deferral / active EE | $9,463 | $4,590+106.2% | $6,158+53.7% | $4,212+124.7% |
| Admin fee / account holder | $21,977 | $9,357+134.9% | $14,255+54.2% | $7,344+199.3% |