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 | $445,721 | $87,841+407.4% | $133,980+232.7% | $62,891+608.7% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 7.73% | 12.05%-4.3pp | 29.30%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,820 | $3,483+124.5% | $5,211+50.0% | $2,281+242.8% |
| Participant deferral / active EE | $18,692 | $4,812+288.4% | $6,282+197.6% | $3,203+483.6% |
| Admin fee / account holder | $6,223 | $5,371+15.9% | $9,324-33.3% | $4,296+44.9% |