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 | $637,203 | $138,347+360.6% | $184,203+245.9% | $80,856+688.1% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.6%+23.1pp |
| Annual return | 21.32% | 20.02%+1.3pp | 28.81%-7.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $16,192 | $4,850+233.8% | $6,427+151.9% | $2,755+487.8% |
| Participant deferral / active EE | $12,337 | $7,071+74.5% | $9,131+35.1% | $4,296+187.2% |
| Admin fee / account holder | $7,381 | $10,483-29.6% | $13,901-46.9% | $6,918+6.7% |