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 | $481,403 | $117,983+308.0% | $101,794+372.9% | $142,382+238.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 13.20% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,396 | $2,773+58.5% | $2,289+92.1% | $4,299+2.3% |
| Participant deferral / active EE | $4,043 | $4,714-14.2% | $4,084-1.0% | $6,507-37.9% |
| Admin fee / account holder | $5,701 | $10,433-45.4% | $8,777-35.1% | $12,624-54.8% |