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 | $486,605 | $238,490+104.0% | $180,183+170.1% | $142,382+241.8% |
| Participation rate | 86.4% | 82.3%+4.1pp | 77.4%+8.9pp | 80.1%+6.2pp |
| Annual return | 13.52% | 33.56%-20.0pp | 27.86%-14.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $11,912 | $6,143+93.9% | $5,039+136.4% | $4,299+177.1% |
| Participant deferral / active EE | $21,400 | $7,996+167.6% | $6,822+213.7% | $6,507+228.9% |
| Admin fee / account holder | $121,268 | $28,866+320.1% | $19,975+507.1% | $12,624+860.6% |