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 | $396,053 | $165,335+139.5% | $149,696+164.6% | $158,922+149.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 12.55% | 348.15%-335.6pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $7,953 | $5,103+55.9% | $4,644+71.3% | $4,761+67.0% |
| Participant deferral / active EE | $8,192 | $7,181+14.1% | $6,842+19.7% | $5,982+36.9% |
| Admin fee / account holder | $5,831 | $10,807-46.0% | $9,309-37.4% | $11,246-48.1% |