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 | $646,801 | $146,267+342.2% | $197,124+228.1% | $82,448+684.5% |
| Participation rate | 92.2% | 84.0%+8.2pp | 86.7%+5.5pp | 68.1%+24.1pp |
| Annual return | 16.43% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $7,423 | $4,723+57.2% | $6,227+19.2% | $2,551+191.0% |
| Participant deferral / active EE | $18,304 | $7,035+160.2% | $9,135+100.4% | $4,139+342.2% |
| Admin fee / account holder | $21,375 | $14,422+48.2% | $16,298+31.1% | $7,234+195.5% |