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 | $506,003 | $106,515+375.1% | $96,683+423.4% | $139,434+262.9% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 25.47% | 38.43%-13.0pp | 35.69%-10.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,296 | $4,103-19.7% | $3,737-11.8% | $4,751-30.6% |
| Participant deferral / active EE | $3,989 | $5,454-26.9% | $4,878-18.2% | $6,710-40.6% |
| Admin fee / account holder | $10,311 | $7,877+30.9% | $6,730+53.2% | $11,403-9.6% |