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 | $260,666 | $98,750+164.0% | $149,696+74.1% | $79,858+226.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $9,940 | $3,216+209.0% | $4,644+114.0% | $2,471+302.3% |
| Participant deferral / active EE | $5,522 | $5,680-2.8% | $6,842-19.3% | $3,740+47.6% |
| Admin fee / account holder | $7,016 | $6,053+15.9% | $9,309-24.6% | $5,306+32.2% |