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 | $419,008 | $109,881+281.3% | $150,045+179.3% | $84,808+394.1% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 16.49% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,207 | $3,561+74.3% | $4,693+32.3% | $2,631+135.9% |
| Participant deferral / active EE | $14,880 | $6,636+124.2% | $7,997+86.1% | $4,212+253.3% |
| Admin fee / account holder | $6,849 | $8,568-20.1% | $13,435-49.0% | $7,344-6.7% |