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 | $541,346 | $214,378+152.5% | $200,582+169.9% | $142,382+280.2% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 20.76% | 46.41%-25.6pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $13,149 | $6,841+92.2% | $6,419+104.9% | $4,299+205.9% |
| Participant deferral / active EE | $14,014 | $9,865+42.1% | $9,331+50.2% | $6,507+115.4% |
| Admin fee / account holder | $30,422 | $17,692+72.0% | $16,305+86.6% | $12,624+141.0% |