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 | $614,490 | $152,587+302.7% | $125,175+390.9% | $152,861+302.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 23.10% | 54.84%-31.7pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,718 | $4,946-24.8% | $3,865-3.8% | $4,762-21.9% |
| Participant deferral / active EE | $14,706 | $5,868+150.6% | $4,937+197.9% | $5,850+151.4% |
| Admin fee / account holder | $7,065 | $13,434-47.4% | $9,702-27.2% | $11,596-39.1% |