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 | $412,284 | $109,881+275.2% | $150,045+174.8% | $84,808+386.1% |
| Participation rate | 85.3% | 76.1%+9.2pp | 82.3%+3.0pp | 68.3%+17.0pp |
| Annual return | 14.58% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,392 | $3,561+51.4% | $4,693+14.9% | $2,631+104.9% |
| Participant deferral / active EE | $10,783 | $6,636+62.5% | $7,997+34.8% | $4,212+156.0% |
| Admin fee / account holder | $4,111 | $8,568-52.0% | $13,435-69.4% | $7,344-44.0% |