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 | $414,876 | $138,385+199.8% | $184,200+125.2% | $80,874+413.0% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 19.39% | 20.02%-0.6pp | 28.80%-9.4pp | 35.62%-16.2pp |
| Employer contribution / active EE | $18,188 | $4,849+275.0% | $6,424+183.1% | $2,756+560.0% |
| Participant deferral / active EE | $17,380 | $7,073+145.7% | $9,132+90.3% | $4,297+304.5% |
| Admin fee / account holder | $1,523 | $10,483-85.5% | $13,907-89.0% | $6,935-78.0% |