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 | $507,082 | $148,978+240.4% | $200,582+152.8% | $84,808+497.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 15.93% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $14,814 | $4,815+207.6% | $6,419+130.8% | $2,631+463.0% |
| Participant deferral / active EE | $10,897 | $7,142+52.6% | $9,331+16.8% | $4,212+158.7% |
| Admin fee / account holder | $89,315 | $13,977+539.0% | $16,305+447.8% | $7,344+1116.2% |