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 | $575,603 | $209,336+175.0% | $197,124+192.0% | $137,256+319.4% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 15.98% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $13,051 | $6,591+98.0% | $6,227+109.6% | $4,156+214.0% |
| Participant deferral / active EE | $10,144 | $9,614+5.5% | $9,135+11.0% | $6,407+58.3% |
| Admin fee / account holder | $4,489 | $17,308-74.1% | $16,298-72.5% | $12,270-63.4% |