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 | $541,939 | $109,881+393.2% | $150,045+261.2% | $84,808+539.0% |
| Participation rate | 88.3% | 76.1%+12.2pp | 82.3%+6.0pp | 68.3%+20.0pp |
| Annual return | 15.07% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,898 | $3,561+93.7% | $4,693+47.0% | $2,631+162.2% |
| Participant deferral / active EE | $9,726 | $6,636+46.6% | $7,997+21.6% | $4,212+130.9% |
| Admin fee / account holder | $4,342 | $8,568-49.3% | $13,435-67.7% | $7,344-40.9% |