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 | $415,611 | $70,428+490.1% | $96,562+330.4% | $85,850+384.1% |
| Participation rate | 96.4% | 61.8%+34.6pp | 69.8%+26.6pp | 69.3%+27.1pp |
| Annual return | 17.65% | 18.59%-0.9pp | 37.78%-20.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $9,361 | $1,413+562.5% | $2,356+297.3% | $2,565+264.9% |
| Participant deferral / active EE | $2,943 | $2,894+1.7% | $3,849-23.5% | $3,952-25.5% |
| Admin fee / account holder | $2,773 | $4,997-44.5% | $6,181-55.1% | $6,260-55.7% |