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 | $371,350 | $148,978+149.3% | $200,582+85.1% | $84,808+337.9% |
| Participation rate | 95.8% | 84.2%+11.6pp | 86.9%+8.9pp | 68.3%+27.5pp |
| Annual return | 43.28% | 28.16%+15.1pp | 42.33%+0.9pp | 40.90%+2.4pp |
| Employer contribution / active EE | $6,859 | $4,815+42.5% | $6,419+6.9% | $2,631+160.7% |
| Participant deferral / active EE | $16,392 | $7,142+129.5% | $9,331+75.7% | $4,212+289.2% |
| Admin fee / account holder | $57,300 | $13,977+309.9% | $16,305+251.4% | $7,344+680.2% |