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 | $338,620 | $123,793+173.5% | $177,821+90.4% | $79,858+324.0% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 18.62% | 22.82%-4.2pp | 48.32%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $4,596 | $4,095+12.2% | $5,918-22.3% | $2,471+86.0% |
| Participant deferral / active EE | $15,759 | $5,956+164.6% | $7,714+104.3% | $3,740+321.4% |
| Admin fee / account holder | $6,764 | $7,243-6.6% | $12,427-45.6% | $5,306+27.5% |