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 | $469,461 | $148,978+215.1% | $200,582+134.0% | $84,808+453.6% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 17.09% | 28.16%-11.1pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $8,032 | $4,815+66.8% | $6,419+25.1% | $2,631+205.3% |
| Participant deferral / active EE | $15,852 | $7,142+122.0% | $9,331+69.9% | $4,212+276.4% |
| Admin fee / account holder | $32,964 | $13,977+135.8% | $16,305+102.2% | $7,344+348.9% |