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 | $526,875 | $64,348+718.8% | $90,160+484.4% | $70,131+651.3% |
| Participation rate | 90.6% | 70.4%+20.2pp | 76.9%+13.7pp | 69.5%+21.1pp |
| Annual return | 17.16% | 28.13%-11.0pp | 34.88%-17.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $8,129 | $2,046+297.4% | $3,318+145.0% | $2,342+247.0% |
| Participant deferral / active EE | $16,206 | $4,389+269.3% | $5,288+206.5% | $3,332+386.4% |
| Admin fee / account holder | $7,225 | $3,944+83.2% | $5,943+21.6% | $4,645+55.5% |