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 | $637,965 | $108,825+486.2% | $156,181+308.5% | $82,448+673.8% |
| Participation rate | 88.3% | 72.4%+16.0pp | 78.8%+9.5pp | 68.1%+20.3pp |
| Annual return | 16.42% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $7,248 | $2,870+152.5% | $4,294+68.8% | $2,551+184.1% |
| Participant deferral / active EE | $20,711 | $4,577+352.5% | $6,132+237.7% | $4,139+400.4% |
| Admin fee / account holder | $34,966 | $9,341+274.3% | $14,586+139.7% | $7,234+383.3% |