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 | $424,031 | $109,881+285.9% | $150,045+182.6% | $84,808+400.0% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 26.05% | 28.25%-2.2pp | 62.55%-36.5pp | 40.90%-14.8pp |
| Employer contribution / active EE | $10,914 | $3,561+206.5% | $4,693+132.6% | $2,631+314.8% |
| Participant deferral / active EE | $15,175 | $6,636+128.7% | $7,997+89.8% | $4,212+260.3% |
| Admin fee / account holder | $21,516 | $8,568+151.1% | $13,435+60.2% | $7,344+193.0% |