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 | $462,197 | $101,724+354.4% | $164,813+180.4% | $80,856+471.6% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 34.22% | 16.72%+17.5pp | 69.93%-35.7pp | 35.59%-1.4pp |
| Employer contribution / active EE | $13,648 | $2,953+362.1% | $4,341+214.4% | $2,755+395.4% |
| Participant deferral / active EE | $7,849 | $4,477+75.3% | $6,031+30.1% | $4,296+82.7% |
| Admin fee / account holder | $26,551 | $8,227+222.7% | $12,690+109.2% | $6,918+283.8% |