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 | $639,850 | $181,894+251.8% | $156,549+308.7% | $273,961+133.6% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $11,538 | $6,248+84.7% | $5,501+109.7% | $4,869+137.0% |
| Participant deferral / active EE | $14,014 | $5,550+152.5% | $4,871+187.7% | $5,287+165.1% |
| Admin fee / account holder | $18,471 | $15,559+18.7% | $13,027+41.8% | $10,132+82.3% |