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 | $423,005 | $109,881+285.0% | $150,045+181.9% | $84,808+398.8% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.3pp | 68.3%+28.3pp |
| Annual return | 15.98% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,336 | $3,561-62.5% | $4,693-71.5% | $2,631-49.2% |
| Participant deferral / active EE | $14,495 | $6,636+118.4% | $7,997+81.3% | $4,212+244.2% |
| Admin fee / account holder | $86,405 | $8,568+908.5% | $13,435+543.1% | $7,344+1076.6% |