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 | $570,894 | $148,978+283.2% | $200,582+184.6% | $84,808+573.2% |
| Participation rate | 93.5% | 84.2%+9.3pp | 86.9%+6.7pp | 68.3%+25.2pp |
| Annual return | 16.49% | 28.16%-11.7pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $12,266 | $4,815+154.7% | $6,419+91.1% | $2,631+366.2% |
| Participant deferral / active EE | $20,066 | $7,142+181.0% | $9,331+115.0% | $4,212+376.4% |
| Admin fee / account holder | $3,008 | $13,977-78.5% | $16,305-81.5% | $7,344-59.0% |