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 | $412,419 | $124,281+231.8% | $109,143+277.9% | $167,490+146.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 21.55% | 26.04%-4.5pp | 25.75%-4.2pp | 478.56%-457.0pp |
| Employer contribution / active EE | $8,728 | $4,207+107.4% | $3,722+134.5% | $4,837+80.4% |
| Participant deferral / active EE | $9,616 | $5,255+83.0% | $4,653+106.7% | $6,341+51.6% |
| Admin fee / account holder | $7,786 | $7,970-2.3% | $6,752+15.3% | $12,309-36.7% |