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 | $680,519 | $148,978+356.8% | $200,582+239.3% | $84,808+702.4% |
| Participation rate | 96.8% | 84.2%+12.5pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 16.10% | 28.16%-12.1pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,147 | $4,815+131.5% | $6,419+73.7% | $2,631+323.7% |
| Participant deferral / active EE | $23,388 | $7,142+227.5% | $9,331+150.6% | $4,212+455.3% |
| Admin fee / account holder | $9,825 | $13,977-29.7% | $16,305-39.7% | $7,344+33.8% |