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 | $408,175 | $138,347+195.0% | $184,203+121.6% | $80,856+404.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 18.22% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $13,203 | $4,850+172.2% | $6,427+105.4% | $2,755+379.3% |
| Participant deferral / active EE | $13,350 | $7,071+88.8% | $9,131+46.2% | $4,296+210.8% |
| Admin fee / account holder | $1,093 | $10,483-89.6% | $13,901-92.1% | $6,918-84.2% |