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 | $610,064 | $106,749+471.5% | $145,433+319.5% | $82,448+639.9% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 15.98% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,509 | $3,444+1.9% | $4,554-23.0% | $2,551+37.6% |
| Participant deferral / active EE | $16,977 | $6,519+160.4% | $7,897+115.0% | $4,139+310.1% |
| Admin fee / account holder | $2,287 | $8,390-72.7% | $13,129-82.6% | $7,234-68.4% |