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 | $400,257 | $106,749+275.0% | $145,433+175.2% | $82,448+385.5% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 15.93% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $11,617 | $3,444+237.3% | $4,554+155.1% | $2,551+355.4% |
| Participant deferral / active EE | $11,061 | $6,519+69.7% | $7,897+40.1% | $4,139+167.2% |
| Admin fee / account holder | $8,906 | $8,390+6.1% | $13,129-32.2% | $7,234+23.1% |