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 | $413,297 | $288,797+43.1% | $239,577+72.5% | $382,429+8.1% |
| Participation rate | 95.7% | 85.8%+9.8pp | 82.1%+13.6pp | 87.7%+7.9pp |
| Annual return | 17.72% | -3.30%+21.0pp | -0.70%+18.4pp | 248.85%-231.1pp |
| Employer contribution / active EE | $25,175 | $8,558+194.2% | $7,232+248.1% | $8,036+213.3% |
| Participant deferral / active EE | $18,865 | $6,420+193.8% | $5,676+232.4% | $5,727+229.4% |
| Admin fee / account holder | $33,447 | $18,649+79.3% | $19,315+73.2% | $30,732+8.8% |