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 7-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 | $548,774 | $125,758+336.4% | $169,993+222.8% | $75,163+630.1% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.0%+2.6pp | 67.2%+22.4pp |
| Annual return | 20.74% | 27.20%-6.5pp | 53.37%-32.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $57,426 | $4,615+1144.4% | $6,785+746.3% | $2,670+2050.9% |
| Participant deferral / active EE | $24,229 | $6,837+254.4% | $10,408+132.8% | $4,125+487.4% |
| Admin fee / account holder | $7,154 | $8,173-12.5% | $12,815-44.2% | $5,651+26.6% |