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 | $442,394 | $107,334+312.2% | $92,893+376.2% | $152,861+189.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 26.20% | 145.58%-119.4pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $9,922 | $4,221+135.1% | $3,653+171.6% | $4,762+108.4% |
| Participant deferral / active EE | $11,649 | $4,845+140.4% | $4,236+175.0% | $5,850+99.1% |
| Admin fee / account holder | $6,540 | $7,079-7.6% | $5,794+12.9% | $11,596-43.6% |