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 | $575,370 | $101,724+465.6% | $164,813+249.1% | $80,856+611.6% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 20.16% | 16.72%+3.4pp | 69.93%-49.8pp | 35.59%-15.4pp |
| Employer contribution / active EE | $4,896 | $2,953+65.8% | $4,341+12.8% | $2,755+77.7% |
| Participant deferral / active EE | $11,792 | $4,477+163.4% | $6,031+95.5% | $4,296+174.5% |
| Admin fee / account holder | $24,055 | $8,227+192.4% | $12,690+89.6% | $6,918+247.7% |