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 | $376,202 | $106,515+253.2% | $96,683+289.1% | $139,434+169.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 15.44% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $17,744 | $4,103+332.5% | $3,737+374.9% | $4,751+273.5% |
| Participant deferral / active EE | $15,448 | $5,454+183.2% | $4,878+216.7% | $6,710+130.2% |
| Admin fee / account holder | $7,966 | $7,877+1.1% | $6,730+18.4% | $11,403-30.1% |