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 | $475,733 | $148,978+219.3% | $200,582+137.2% | $84,808+461.0% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 14.44% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $24,344 | $4,815+405.6% | $6,419+279.3% | $2,631+825.3% |
| Participant deferral / active EE | $18,000 | $7,142+152.0% | $9,331+92.9% | $4,212+327.4% |
| Admin fee / account holder | $24,794 | $13,977+77.4% | $16,305+52.1% | $7,344+237.6% |