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 | $684,197 | $80,717+747.6% | $154,803+342.0% | $84,808+706.8% |
| Participation rate | 93.0% | 66.8%+26.2pp | 78.1%+15.0pp | 68.3%+24.7pp |
| Annual return | 16.14% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $17,281 | $2,761+525.8% | $4,305+301.4% | $2,631+556.8% |
| Participant deferral / active EE | $11,106 | $3,303+236.2% | $5,540+100.5% | $4,212+163.7% |
| Admin fee / account holder | $16,186 | $6,746+139.9% | $14,329+13.0% | $7,344+120.4% |