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 | $424,676 | $86,286+392.2% | $111,297+281.6% | $85,850+394.7% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 17.19% | 19.99%-2.8pp | 54.65%-37.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,373 | $2,043+16.1% | $2,731-13.1% | $2,565-7.5% |
| Participant deferral / active EE | $8,945 | $3,641+145.7% | $4,487+99.3% | $3,952+126.4% |
| Admin fee / account holder | $8,052 | $8,188-1.7% | $7,964+1.1% | $6,260+28.6% |