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 | $394,553 | $148,978+164.8% | $200,582+96.7% | $84,808+365.2% |
| Participation rate | 97.4% | 84.2%+13.2pp | 86.9%+10.6pp | 68.3%+29.1pp |
| Annual return | 25.06% | 28.16%-3.1pp | 42.33%-17.3pp | 40.90%-15.8pp |
| Employer contribution / active EE | $4,714 | $4,815-2.1% | $6,419-26.6% | $2,631+79.2% |
| Participant deferral / active EE | $15,971 | $7,142+123.6% | $9,331+71.2% | $4,212+279.2% |
| Admin fee / account holder | $13,342 | $13,977-4.5% | $16,305-18.2% | $7,344+81.7% |