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 | $366,223 | $62,672+484.4% | $185,117+97.8% | $70,131+422.2% |
| Participation rate | 96.0% | 63.8%+32.2pp | 77.3%+18.7pp | 69.5%+26.5pp |
| Annual return | 19.92% | 40.79%-20.9pp | 40.50%-20.6pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,759 | $1,753+0.3% | $4,182-57.9% | $2,342-24.9% |
| Participant deferral / active EE | $7,534 | $3,272+130.3% | $5,045+49.3% | $3,332+126.1% |
| Admin fee / account holder | $17,521 | $3,932+345.6% | $8,159+114.7% | $4,645+277.2% |