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 | $709,313 | $118,450+498.8% | $98,439+620.6% | $139,434+408.7% |
| Participation rate | 86.7% | 77.4%+9.2pp | 75.2%+11.5pp | 80.3%+6.3pp |
| Annual return | 27.65% | 18.94%+8.7pp | 21.16%+6.5pp | 372.94%-345.3pp |
| Employer contribution / active EE | $4,027 | $3,609+11.6% | $3,048+32.1% | $4,751-15.2% |
| Participant deferral / active EE | $12,556 | $5,392+132.9% | $4,738+165.0% | $6,710+87.1% |
| Admin fee / account holder | $22,561 | $14,026+60.8% | $8,948+152.1% | $11,403+97.9% |