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 | $540,730 | $110,257+390.4% | $96,544+460.1% | $139,434+287.8% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 22.56% | 26.32%-3.8pp | 25.84%-3.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $8,968 | $3,620+147.8% | $2,965+202.5% | $4,751+88.8% |
| Participant deferral / active EE | $9,752 | $5,548+75.8% | $4,851+101.0% | $6,710+45.3% |
| Admin fee / account holder | $13,856 | $11,591+19.5% | $8,252+67.9% | $11,403+21.5% |