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 | $446,275 | $181,894+145.3% | $156,549+185.1% | $273,961+62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 30.99% | 30.74%+0.2pp | 32.23%-1.2pp | 41.45%-10.5pp |
| Employer contribution / active EE | $5,357 | $6,248-14.3% | $5,501-2.6% | $4,869+10.0% |
| Participant deferral / active EE | $5,630 | $5,550+1.4% | $4,871+15.6% | $5,287+6.5% |
| Admin fee / account holder | $5,838 | $15,559-62.5% | $13,027-55.2% | $10,132-42.4% |