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 | $410,730 | $109,413+275.4% | $156,263+162.8% | $84,808+384.3% |
| Participation rate | 93.0% | 72.7%+20.3pp | 78.9%+14.1pp | 68.3%+24.7pp |
| Annual return | 14.14% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,836 | $2,907+238.4% | $4,333+127.0% | $2,631+273.8% |
| Participant deferral / active EE | $5,827 | $4,590+27.0% | $6,158-5.4% | $4,212+38.4% |
| Admin fee / account holder | $10,724 | $9,357+14.6% | $14,255-24.8% | $7,344+46.0% |