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 | $400,457 | $109,413+266.0% | $156,263+156.3% | $84,808+372.2% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 12.49% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $7,570 | $2,907+160.4% | $4,333+74.7% | $2,631+187.7% |
| Participant deferral / active EE | $6,375 | $4,590+38.9% | $6,158+3.5% | $4,212+51.4% |
| Admin fee / account holder | $13,730 | $9,357+46.7% | $14,255-3.7% | $7,344+87.0% |