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 | $478,425 | $138,347+245.8% | $184,203+159.7% | $80,856+491.7% |
| Participation rate | 93.2% | 83.9%+9.3pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 24.59% | 20.02%+4.6pp | 28.81%-4.2pp | 35.59%-11.0pp |
| Employer contribution / active EE | $6,513 | $4,850+34.3% | $6,427+1.3% | $2,755+136.4% |
| Participant deferral / active EE | $21,557 | $7,071+204.9% | $9,131+136.1% | $4,296+401.8% |
| Admin fee / account holder | $12,535 | $10,483+19.6% | $13,901-9.8% | $6,918+81.2% |