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 | $520,353 | $138,347+276.1% | $184,203+182.5% | $80,856+543.6% |
| Participation rate | 97.1% | 83.9%+13.3pp | 86.8%+10.3pp | 67.6%+29.5pp |
| Annual return | 11.36% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $33,462 | $4,850+589.9% | $6,427+420.6% | $2,755+1114.7% |
| Participant deferral / active EE | $20,481 | $7,071+189.7% | $9,131+124.3% | $4,296+376.8% |
| Admin fee / account holder | $29,342 | $10,483+179.9% | $13,901+111.1% | $6,918+324.1% |