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 | $474,156 | $83,477+468.0% | $125,175+278.8% | $72,985+549.7% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.1pp | 69.5%+22.4pp |
| Annual return | 22.34% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $19,005 | $2,345+710.4% | $3,865+391.7% | $2,440+678.9% |
| Participant deferral / active EE | $10,589 | $3,585+195.4% | $4,937+114.5% | $3,607+193.5% |
| Admin fee / account holder | $5,143 | $5,517-6.8% | $9,702-47.0% | $5,124+0.4% |