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 | $437,726 | $138,385+216.3% | $184,200+137.6% | $80,874+441.2% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 18.21% | 20.02%-1.8pp | 28.80%-10.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $21,611 | $4,849+345.6% | $6,424+236.4% | $2,756+684.2% |
| Participant deferral / active EE | $24,309 | $7,073+243.7% | $9,132+166.2% | $4,297+465.7% |
| Admin fee / account holder | $6,854 | $10,483-34.6% | $13,907-50.7% | $6,935-1.2% |