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 | $438,234 | $81,460+438.0% | $103,333+324.1% | $80,856+442.0% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 18.51% | 25.55%-7.0pp | 24.88%-6.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $7,290 | $3,105+134.8% | $3,868+88.5% | $2,755+164.6% |
| Participant deferral / active EE | $9,098 | $3,869+135.2% | $5,057+79.9% | $4,296+111.8% |
| Admin fee / account holder | $9,478 | $6,566+44.3% | $8,355+13.4% | $6,918+37.0% |