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 | $410,045 | $93,571+338.2% | $135,903+201.7% | $75,163+445.5% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 16.84% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $10,064 | $3,537+184.6% | $4,856+107.2% | $2,670+276.9% |
| Participant deferral / active EE | $5,859 | $6,404-8.5% | $7,758-24.5% | $4,125+42.0% |
| Admin fee / account holder | $13,174 | $6,975+88.9% | $10,762+22.4% | $5,651+133.1% |