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 | $380,649 | $86,929+337.9% | $102,423+271.6% | $80,856+370.8% |
| Participation rate | 92.8% | 72.4%+20.4pp | 76.5%+16.3pp | 67.6%+25.1pp |
| Annual return | 18.40% | 18.88%-0.5pp | 29.32%-10.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $3,105 | $2,369+31.0% | $3,023+2.7% | $2,755+12.7% |
| Participant deferral / active EE | $14,790 | $4,118+259.1% | $5,053+192.7% | $4,296+244.3% |
| Admin fee / account holder | $7,150 | $8,049-11.2% | $9,451-24.3% | $6,918+3.4% |