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 | $489,052 | $89,355+447.3% | $141,162+246.4% | $72,985+570.1% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 19.22% | 111.85%-92.6pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,714 | $3,114+51.3% | $4,735-0.5% | $2,440+93.2% |
| Participant deferral / active EE | $4,750 | $5,418-12.3% | $6,709-29.2% | $3,607+31.7% |
| Admin fee / account holder | $7,694 | $5,958+29.1% | $10,261-25.0% | $5,124+50.1% |