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 | $419,811 | $60,892+589.4% | $82,389+409.5% | $84,808+395.0% |
| Participation rate | 97.1% | 63.3%+33.8pp | 69.5%+27.5pp | 68.3%+28.7pp |
| Annual return | 16.84% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,593 | $1,779+270.5% | $2,517+161.9% | $2,631+150.6% |
| Participant deferral / active EE | $14,193 | $3,179+346.5% | $4,155+241.6% | $4,212+237.0% |
| Admin fee / account holder | $12,818 | $5,467+134.4% | $7,231+77.3% | $7,344+74.5% |