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 | $561,629 | $138,347+306.0% | $184,203+204.9% | $80,856+594.6% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 18.19% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $15,944 | $4,850+228.7% | $6,427+148.1% | $2,755+478.8% |
| Participant deferral / active EE | $11,764 | $7,071+66.4% | $9,131+28.8% | $4,296+173.9% |
| Admin fee / account holder | $15,040 | $10,483+43.5% | $13,901+8.2% | $6,918+117.4% |