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 | $448,404 | $112,096+300.0% | $95,952+367.3% | $158,922+182.2% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 8.33% | 171.09%-162.8pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $10,630 | $3,198+232.4% | $2,541+318.3% | $4,761+123.3% |
| Participant deferral / active EE | $5,748 | $4,784+20.2% | $4,167+37.9% | $5,982-3.9% |
| Admin fee / account holder | $12,358 | $10,130+22.0% | $6,795+81.9% | $11,246+9.9% |