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 | $293,585 | $51,576+469.2% | $129,207+127.2% | $80,856+263.1% |
| Participation rate | 98.2% | 57.0%+41.3pp | 69.6%+28.6pp | 67.6%+30.6pp |
| Annual return | 15.65% | 20.81%-5.2pp | 9417.33%-9401.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $9,601 | $1,584+506.2% | $4,153+131.2% | $2,755+248.5% |
| Participant deferral / active EE | $10,141 | $2,669+280.0% | $4,168+143.3% | $4,296+136.1% |
| Admin fee / account holder | $5,265 | $4,305+22.3% | $7,715-31.8% | $6,918-23.9% |