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 | $503,704 | $154,117+226.8% | $129,995+287.5% | $139,434+261.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 18.21% | 32.48%-14.3pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $8,131 | $5,289+53.7% | $4,320+88.2% | $4,751+71.2% |
| Participant deferral / active EE | $6,848 | $6,710+2.1% | $5,820+17.7% | $6,710+2.1% |
| Admin fee / account holder | $6,973 | $14,007-50.2% | $10,614-34.3% | $11,403-38.8% |