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 6-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 | $614,308 | $135,952+351.9% | $123,892+395.8% | $273,961+124.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.77% | 56.63%-43.9pp | 47.52%-34.7pp | 41.45%-28.7pp |
| Employer contribution / active EE | $7,702 | $5,170+49.0% | $4,617+66.8% | $4,869+58.2% |
| Participant deferral / active EE | $7,066 | $6,343+11.4% | $5,984+18.1% | $5,287+33.6% |
| Admin fee / account holder | $8,589 | $9,817-12.5% | $8,357+2.8% | $10,132-15.2% |