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 | $442,451 | $109,881+302.7% | $150,045+194.9% | $84,808+421.7% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 15.64% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $8,385 | $3,561+135.5% | $4,693+78.7% | $2,631+218.7% |
| Participant deferral / active EE | $9,804 | $6,636+47.7% | $7,997+22.6% | $4,212+132.8% |
| Admin fee / account holder | $9,584 | $8,568+11.9% | $13,435-28.7% | $7,344+30.5% |