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 | $409,636 | $78,926+419.0% | $136,749+199.6% | $84,808+383.0% |
| Participation rate | 97.3% | 62.2%+35.1pp | 72.1%+25.2pp | 68.3%+29.0pp |
| Annual return | 16.32% | 18.17%-1.8pp | 24.33%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $11,824 | $2,134+454.1% | $3,400+247.8% | $2,631+349.4% |
| Participant deferral / active EE | $13,789 | $3,168+335.2% | $4,692+193.9% | $4,212+227.4% |
| Admin fee / account holder | $12,009 | $6,369+88.5% | $11,386+5.5% | $7,344+63.5% |