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 | $420,984 | $109,881+283.1% | $150,045+180.6% | $84,808+396.4% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 19.76% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $4,755 | $3,561+33.5% | $4,693+1.3% | $2,631+80.7% |
| Participant deferral / active EE | $12,649 | $6,636+90.6% | $7,997+58.2% | $4,212+200.3% |
| Admin fee / account holder | $17,997 | $8,568+110.1% | $13,435+34.0% | $7,344+145.1% |