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 | $805,105 | $80,968+894.3% | $96,544+733.9% | $75,163+971.1% |
| Participation rate | 96.8% | 71.8%+25.0pp | 76.0%+20.8pp | 67.2%+29.6pp |
| Annual return | 20.81% | 27.06%-6.3pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,742 | $2,282+151.6% | $2,965+93.7% | $2,670+115.1% |
| Participant deferral / active EE | $11,126 | $3,928+183.2% | $4,851+129.4% | $4,125+169.7% |
| Admin fee / account holder | $13,001 | $6,724+93.3% | $8,252+57.5% | $5,651+130.1% |