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 | $548,546 | $127,386+330.6% | $115,037+376.8% | $125,391+337.5% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | 5.76% | 31.28%-25.5pp | 26.14%-20.4pp | 282.22%-276.5pp |
| Employer contribution / active EE | $11,264 | $5,166+118.0% | $4,608+144.4% | $4,866+131.5% |
| Participant deferral / active EE | $12,149 | $6,423+89.1% | $6,026+101.6% | $5,352+127.0% |
| Admin fee / account holder | $10,934 | $9,516+14.9% | $8,175+33.8% | $9,540+14.6% |