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 | $442,881 | $109,359+305.0% | $162,163+173.1% | $72,985+506.8% |
| Participation rate | 96.4% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+26.9pp |
| Annual return | 22.97% | 25.46%-2.5pp | 115.59%-92.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $16,762 | $3,907+329.0% | $5,614+198.6% | $2,440+587.0% |
| Participant deferral / active EE | $15,667 | $5,481+185.8% | $7,298+114.7% | $3,607+334.3% |
| Admin fee / account holder | $7,034 | $7,972-11.8% | $10,843-35.1% | $5,124+37.3% |