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 | $438,709 | $76,407+474.2% | $150,298+191.9% | $82,448+432.1% |
| Participation rate | 93.4% | 66.4%+27.0pp | 77.8%+15.7pp | 68.1%+25.4pp |
| Annual return | 19.75% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $14,900 | $2,614+470.0% | $4,154+258.7% | $2,551+484.1% |
| Participant deferral / active EE | $9,735 | $3,214+202.9% | $5,453+78.5% | $4,139+135.2% |
| Admin fee / account holder | $11,779 | $6,352+85.4% | $14,116-16.6% | $7,234+62.8% |