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 | $695,111 | $109,413+535.3% | $156,263+344.8% | $84,808+719.6% |
| Participation rate | 98.0% | 72.7%+25.3pp | 78.9%+19.1pp | 68.3%+29.6pp |
| Annual return | 16.25% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $30,337 | $2,907+943.6% | $4,333+600.1% | $2,631+1053.1% |
| Participant deferral / active EE | $14,225 | $4,590+209.9% | $6,158+131.0% | $4,212+237.8% |
| Admin fee / account holder | $10,835 | $9,357+15.8% | $14,255-24.0% | $7,344+47.5% |