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 | $427,520 | $148,978+187.0% | $200,582+113.1% | $84,808+404.1% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 15.01% | 28.16%-13.2pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,116 | $4,815+68.5% | $6,419+26.4% | $2,631+208.5% |
| Participant deferral / active EE | $15,639 | $7,142+119.0% | $9,331+67.6% | $4,212+271.3% |
| Admin fee / account holder | $8,238 | $13,977-41.1% | $16,305-49.5% | $7,344+12.2% |