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 | $518,360 | $77,899+565.4% | $149,673+246.3% | $75,163+589.6% |
| Participation rate | 98.5% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.3pp |
| Annual return | 16.07% | 31.72%-15.7pp | 134.42%-118.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $35,890 | $3,137+1043.9% | $4,818+645.0% | $2,670+1244.3% |
| Participant deferral / active EE | $6,507 | $3,411+90.8% | $5,680+14.6% | $4,125+57.7% |
| Admin fee / account holder | $4,836 | $5,956-18.8% | $13,210-63.4% | $5,651-14.4% |