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 | $401,385 | $109,881+265.3% | $150,045+167.5% | $84,808+373.3% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.75% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $13,033 | $3,561+266.0% | $4,693+177.7% | $2,631+395.4% |
| Participant deferral / active EE | $7,983 | $6,636+20.3% | $7,997-0.2% | $4,212+89.6% |
| Admin fee / account holder | $6,818 | $8,568-20.4% | $13,435-49.3% | $7,344-7.2% |