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 | $648,442 | $138,347+368.7% | $184,203+252.0% | $80,856+702.0% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 14.38% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $21,948 | $4,850+352.5% | $6,427+241.5% | $2,755+696.7% |
| Participant deferral / active EE | $27,494 | $7,071+288.8% | $9,131+201.1% | $4,296+540.0% |
| Admin fee / account holder | $2,291 | $10,483-78.1% | $13,901-83.5% | $6,918-66.9% |