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 | $437,759 | $76,407+472.9% | $150,298+191.3% | $82,448+431.0% |
| Participation rate | 78.2% | 66.4%+11.8pp | 77.8%+0.4pp | 68.1%+10.1pp |
| Annual return | 14.30% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $11,533 | $2,614+341.2% | $4,154+177.6% | $2,551+352.1% |
| Participant deferral / active EE | $7,939 | $3,214+147.0% | $5,453+45.6% | $4,139+91.8% |
| Admin fee / account holder | $9,593 | $6,352+51.0% | $14,116-32.0% | $7,234+32.6% |