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 | $492,435 | $68,719+616.6% | $91,541+437.9% | $84,808+480.7% |
| Participation rate | 95.7% | 64.5%+31.2pp | 69.8%+26.0pp | 68.3%+27.4pp |
| Annual return | 17.47% | 19.12%-1.6pp | 20.50%-3.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $16,338 | $1,920+751.0% | $2,505+552.3% | $2,631+521.0% |
| Participant deferral / active EE | $15,759 | $3,136+402.6% | $4,008+293.2% | $4,212+274.2% |
| Admin fee / account holder | $20,280 | $5,786+250.5% | $6,956+191.5% | $7,344+176.2% |