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 | $510,963 | $93,571+446.1% | $135,903+276.0% | $75,163+579.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.77% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $10,115 | $3,537+186.0% | $4,856+108.3% | $2,670+278.9% |
| Participant deferral / active EE | $6,282 | $6,404-1.9% | $7,758-19.0% | $4,125+52.3% |
| Admin fee / account holder | $2,859 | $6,975-59.0% | $10,762-73.4% | $5,651-49.4% |