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 | $252,544 | $98,750+155.7% | $149,696+68.7% | $79,858+216.2% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 50.96% | 27.43%+23.5pp | 276.60%-225.6pp | 31.71%+19.2pp |
| Employer contribution / active EE | $11,097 | $3,216+245.0% | $4,644+138.9% | $2,471+349.1% |
| Participant deferral / active EE | $12,860 | $5,680+126.4% | $6,842+88.0% | $3,740+243.8% |
| Admin fee / account holder | $4,317 | $6,053-28.7% | $9,309-53.6% | $5,306-18.6% |