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 | $567,912 | $154,228+268.2% | $145,433+290.5% | $137,256+313.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.17% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $48,586 | $4,804+911.4% | $4,554+966.8% | $4,156+1069.1% |
| Participant deferral / active EE | $21,458 | $8,216+161.2% | $7,897+171.7% | $6,407+234.9% |
| Admin fee / account holder | $198,064 | $14,344+1280.9% | $13,129+1408.6% | $12,270+1514.2% |