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 | $491,601 | $109,413+349.3% | $156,263+214.6% | $84,808+479.7% |
| Participation rate | 93.0% | 72.7%+20.3pp | 78.9%+14.1pp | 68.3%+24.7pp |
| Annual return | 15.56% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,357 | $2,907+49.9% | $4,333+0.6% | $2,631+65.6% |
| Participant deferral / active EE | $8,250 | $4,590+79.8% | $6,158+34.0% | $4,212+95.9% |
| Admin fee / account holder | $15,662 | $9,357+67.4% | $14,255+9.9% | $7,344+113.3% |