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 | $781,375 | $138,347+464.8% | $184,203+324.2% | $80,856+866.4% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 18.04% | 20.02%-2.0pp | 28.81%-10.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $12,091 | $4,850+149.3% | $6,427+88.1% | $2,755+338.9% |
| Participant deferral / active EE | $9,323 | $7,071+31.9% | $9,131+2.1% | $4,296+117.0% |
| Admin fee / account holder | $6,219 | $10,483-40.7% | $13,901-55.3% | $6,918-10.1% |