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 | $777,573 | $106,749+628.4% | $145,433+434.7% | $82,448+843.1% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 18.53% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $6,426 | $3,444+86.6% | $4,554+41.1% | $2,551+151.9% |
| Participant deferral / active EE | $19,083 | $6,519+192.8% | $7,897+141.6% | $4,139+361.0% |
| Admin fee / account holder | $7,264 | $8,390-13.4% | $13,129-44.7% | $7,234+0.4% |