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 | $717,298 | $118,450+505.6% | $98,439+628.7% | $139,434+414.4% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 19.20% | 18.94%+0.3pp | 21.16%-2.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $10,052 | $3,609+178.5% | $3,048+229.8% | $4,751+111.6% |
| Participant deferral / active EE | $13,831 | $5,392+156.5% | $4,738+191.9% | $6,710+106.1% |
| Admin fee / account holder | $34,518 | $14,026+146.1% | $8,948+285.8% | $11,403+202.7% |