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 | $590,422 | $146,267+303.7% | $197,124+199.5% | $82,448+616.1% |
| Participation rate | 88.6% | 84.0%+4.6pp | 86.7%+1.9pp | 68.1%+20.5pp |
| Annual return | 20.99% | 29.61%-8.6pp | 44.34%-23.4pp | 41.64%-20.7pp |
| Employer contribution / active EE | $18,042 | $4,723+282.0% | $6,227+189.7% | $2,551+607.3% |
| Participant deferral / active EE | $21,545 | $7,035+206.3% | $9,135+135.9% | $4,139+420.5% |
| Admin fee / account holder | $37,513 | $14,422+160.1% | $16,298+130.2% | $7,234+418.5% |