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 | $451,244 | $80,673+459.4% | $101,326+345.3% | $84,808+432.1% |
| Participation rate | 97.1% | 77.8%+19.3pp | 81.5%+15.6pp | 68.3%+28.7pp |
| Annual return | 15.07% | 38.95%-23.9pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,549 | $2,698+105.7% | $3,665+51.4% | $2,631+110.9% |
| Participant deferral / active EE | $13,077 | $6,840+91.2% | $7,994+63.6% | $4,212+210.5% |
| Admin fee / account holder | $7,142 | $12,784-44.1% | $11,185-36.1% | $7,344-2.8% |