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 | $839,975 | $138,347+507.1% | $184,203+356.0% | $80,856+938.8% |
| Participation rate | 95.5% | 83.9%+11.7pp | 86.8%+8.7pp | 67.6%+27.9pp |
| Annual return | 22.06% | 20.02%+2.0pp | 28.81%-6.8pp | 35.59%-13.5pp |
| Employer contribution / active EE | $23,417 | $4,850+382.8% | $6,427+264.4% | $2,755+750.0% |
| Participant deferral / active EE | $18,410 | $7,071+160.4% | $9,131+101.6% | $4,296+328.6% |
| Admin fee / account holder | $5,139 | $10,483-51.0% | $13,901-63.0% | $6,918-25.7% |