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 | $437,726 | $138,347+216.4% | $184,203+137.6% | $80,856+441.4% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 18.21% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $21,611 | $4,850+345.5% | $6,427+236.3% | $2,755+684.5% |
| Participant deferral / active EE | $24,309 | $7,071+243.8% | $9,131+166.2% | $4,296+465.9% |
| Admin fee / account holder | $6,854 | $10,483-34.6% | $13,901-50.7% | $6,918-0.9% |