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 | $494,579 | $73,933+569.0% | $96,683+411.5% | $75,163+558.0% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 21.82% | 26.70%-4.9pp | 35.69%-13.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $5,299 | $2,928+81.0% | $3,737+41.8% | $2,670+98.5% |
| Participant deferral / active EE | $7,583 | $3,659+107.2% | $4,878+55.4% | $4,125+83.8% |
| Admin fee / account holder | $3,041 | $5,216-41.7% | $6,730-54.8% | $5,651-46.2% |