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 | $461,372 | $106,749+332.2% | $145,433+217.2% | $82,448+459.6% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 17.48% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $19,531 | $3,444+467.0% | $4,554+328.8% | $2,551+665.6% |
| Participant deferral / active EE | $17,188 | $6,519+163.7% | $7,897+117.6% | $4,139+315.2% |
| Admin fee / account holder | $1,307 | $8,390-84.4% | $13,129-90.0% | $7,234-81.9% |