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 | $382,466 | $89,355+328.0% | $141,162+170.9% | $72,985+424.0% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 24.61% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $8,522 | $3,114+173.6% | $4,735+80.0% | $2,440+249.3% |
| Participant deferral / active EE | $12,789 | $5,418+136.0% | $6,709+90.6% | $3,607+254.5% |
| Admin fee / account holder | $4,554 | $5,958-23.6% | $10,261-55.6% | $5,124-11.1% |