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 | $460,086 | $58,851+681.8% | $115,157+299.5% | $72,985+530.4% |
| Participation rate | 97.1% | 65.5%+31.6pp | 75.9%+21.2pp | 69.5%+27.7pp |
| Annual return | 22.45% | 23.16%-0.7pp | 35.60%-13.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $4,959 | $1,798+175.8% | $3,179+56.0% | $2,440+103.3% |
| Participant deferral / active EE | $4,827 | $2,643+82.7% | $4,168+15.8% | $3,607+33.8% |
| Admin fee / account holder | $15,622 | $6,370+145.3% | $7,088+120.4% | $5,124+204.9% |