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 | $390,377 | $167,484+133.1% | $151,611+157.5% | $134,475+190.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 8.32% | 7.80%+0.5pp | 3.33%+5.0pp | 417.96%-409.6pp |
| Employer contribution / active EE | $6,124 | $6,829-10.3% | $6,166-0.7% | $4,740+29.2% |
| Participant deferral / active EE | $19,994 | $8,986+122.5% | $8,363+139.1% | $6,400+212.4% |
| Admin fee / account holder | $7,415 | $13,783-46.2% | $11,616-36.2% | $11,426-35.1% |