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 | $355,560 | $80,968+339.1% | $96,544+268.3% | $75,163+373.0% |
| Participation rate | 98.2% | 71.8%+26.4pp | 76.0%+22.3pp | 67.2%+31.0pp |
| Annual return | 15.42% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $10,444 | $2,282+357.7% | $2,965+252.3% | $2,670+291.2% |
| Participant deferral / active EE | $11,188 | $3,928+184.8% | $4,851+130.6% | $4,125+171.2% |
| Admin fee / account holder | $7,333 | $6,724+9.1% | $8,252-11.1% | $5,651+29.8% |