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 | $512,502 | $81,460+529.1% | $103,333+396.0% | $80,856+533.8% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.7pp | 67.6%+25.5pp |
| Annual return | 36.33% | 25.55%+10.8pp | 24.88%+11.5pp | 35.59%+0.7pp |
| Employer contribution / active EE | $20,043 | $3,105+545.5% | $3,868+418.2% | $2,755+627.6% |
| Participant deferral / active EE | $6,884 | $3,869+77.9% | $5,057+36.1% | $4,296+60.3% |
| Admin fee / account holder | $8,182 | $6,566+24.6% | $8,355-2.1% | $6,918+18.3% |