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 | $742,961 | $109,881+576.2% | $150,045+395.2% | $84,808+776.1% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $28,658 | $3,561+704.7% | $4,693+510.6% | $2,631+989.3% |
| Participant deferral / active EE | $16,889 | $6,636+154.5% | $7,997+111.2% | $4,212+301.0% |
| Admin fee / account holder | $7,620 | $8,568-11.1% | $13,435-43.3% | $7,344+3.8% |