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 | $381,670 | $180,028+112.0% | $138,135+176.3% | $158,922+140.2% |
| Participation rate | 81.3% | 82.2%-1.0pp | 78.7%+2.5pp | 82.0%-0.7pp |
| Annual return | 7.89% | 21.68%-13.8pp | 20.51%-12.6pp | 302.83%-294.9pp |
| Employer contribution / active EE | $12,767 | $7,470+70.9% | $5,587+128.5% | $4,761+168.1% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $15,635 | $17,912-12.7% | $11,856+31.9% | $11,246+39.0% |