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 | $410,790 | $176,812+132.3% | $146,665+180.1% | $167,490+145.3% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 19.18% | 24.03%-4.8pp | 22.74%-3.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $14,091 | $5,160+173.1% | $4,136+240.7% | $4,837+191.3% |
| Participant deferral / active EE | $5,305 | $6,440-17.6% | $5,506-3.6% | $6,341-16.3% |
| Admin fee / account holder | $3,362 | $13,259-74.6% | $10,280-67.3% | $12,309-72.7% |