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 | $372,100 | $148,978+149.8% | $200,582+85.5% | $84,808+338.8% |
| Participation rate | 92.6% | 84.2%+8.4pp | 86.9%+5.7pp | 68.3%+24.3pp |
| Annual return | 15.03% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,547 | $4,815+15.2% | $6,419-13.6% | $2,631+110.8% |
| Participant deferral / active EE | $18,530 | $7,142+159.4% | $9,331+98.6% | $4,212+340.0% |
| Admin fee / account holder | $1,747 | $13,977-87.5% | $16,305-89.3% | $7,344-76.2% |