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 | $523,793 | $138,385+278.5% | $184,200+184.4% | $80,874+547.7% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.80%-13.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $27,726 | $4,849+471.7% | $6,424+331.6% | $2,756+906.1% |
| Participant deferral / active EE | $22,559 | $7,073+219.0% | $9,132+147.0% | $4,297+425.0% |
| Admin fee / account holder | $5,526 | $10,483-47.3% | $13,907-60.3% | $6,935-20.3% |