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 | $416,497 | $81,248+412.6% | $155,509+167.8% | $80,856+415.1% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 12.71% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $35,526 | $3,100+1045.9% | $4,672+660.3% | $2,755+1189.6% |
| Participant deferral / active EE | $17,512 | $3,452+407.4% | $5,626+211.3% | $4,296+307.7% |
| Admin fee / account holder | $64,589 | $7,997+707.6% | $15,912+305.9% | $6,918+833.6% |