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 | $379,660 | $109,359+247.2% | $162,163+134.1% | $72,985+420.2% |
| Participation rate | 95.8% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.3pp |
| Annual return | 24.65% | 25.46%-0.8pp | 115.59%-90.9pp | 81.00%-56.4pp |
| Employer contribution / active EE | $5,904 | $3,907+51.1% | $5,614+5.2% | $2,440+142.0% |
| Participant deferral / active EE | $17,486 | $5,481+219.0% | $7,298+139.6% | $3,607+384.7% |
| Admin fee / account holder | $8,795 | $7,972+10.3% | $10,843-18.9% | $5,124+71.6% |