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 | $777,573 | $109,881+607.7% | $150,045+418.2% | $84,808+816.9% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 18.53% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $6,426 | $3,561+80.4% | $4,693+36.9% | $2,631+144.2% |
| Participant deferral / active EE | $19,083 | $6,636+187.6% | $7,997+138.6% | $4,212+353.1% |
| Admin fee / account holder | $7,264 | $8,568-15.2% | $13,435-45.9% | $7,344-1.1% |