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 | $412,524 | $148,978+176.9% | $200,582+105.7% | $84,808+386.4% |
| Participation rate | 88.1% | 84.2%+3.9pp | 86.9%+1.2pp | 68.3%+19.8pp |
| Annual return | 15.75% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $21,452 | $4,815+345.5% | $6,419+234.2% | $2,631+715.4% |
| Participant deferral / active EE | $16,081 | $7,142+125.2% | $9,331+72.3% | $4,212+281.8% |
| Admin fee / account holder | $52,067 | $13,977+272.5% | $16,305+219.3% | $7,344+609.0% |