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 | $398,680 | $103,376+285.7% | $87,100+357.7% | $152,861+160.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.74% | 28.10%+1.6pp | 28.19%+1.6pp | 345.32%-315.6pp |
| Employer contribution / active EE | $5,732 | $3,220+78.0% | $2,521+127.3% | $4,762+20.4% |
| Participant deferral / active EE | $6,314 | $4,778+32.2% | $4,049+56.0% | $5,850+7.9% |
| Admin fee / account holder | $11,767 | $12,205-3.6% | $7,497+57.0% | $11,596+1.5% |