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 | $678,539 | $80,717+740.6% | $154,803+338.3% | $84,808+700.1% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 14.26% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $16,186 | $2,761+486.2% | $4,305+275.9% | $2,631+515.2% |
| Participant deferral / active EE | $13,116 | $3,303+297.1% | $5,540+136.7% | $4,212+211.4% |
| Admin fee / account holder | $14,508 | $6,746+115.1% | $14,329+1.2% | $7,344+97.6% |