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 | $477,600 | $125,758+279.8% | $169,993+181.0% | $75,163+535.4% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 20.75% | 27.20%-6.4pp | 53.37%-32.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $9,764 | $4,615+111.6% | $6,785+43.9% | $2,670+265.7% |
| Participant deferral / active EE | $13,683 | $6,837+100.1% | $10,408+31.5% | $4,125+231.7% |
| Admin fee / account holder | $7,518 | $8,173-8.0% | $12,815-41.3% | $5,651+33.0% |