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 | $535,521 | $101,724+426.4% | $164,813+224.9% | $80,856+562.3% |
| Participation rate | 97.5% | 71.8%+25.7pp | 78.6%+18.9pp | 67.6%+29.9pp |
| Annual return | 11.37% | 16.72%-5.3pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $9,070 | $2,953+207.1% | $4,341+108.9% | $2,755+229.2% |
| Participant deferral / active EE | $4,971 | $4,477+11.0% | $6,031-17.6% | $4,296+15.7% |
| Admin fee / account holder | $13,955 | $8,227+69.6% | $12,690+10.0% | $6,918+101.7% |