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 | $667,745 | $148,978+348.2% | $200,582+232.9% | $84,808+687.4% |
| Participation rate | 81.0% | 84.2%-3.3pp | 86.9%-5.9pp | 68.3%+12.6pp |
| Annual return | 16.75% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $15,857 | $4,815+229.3% | $6,419+147.0% | $2,631+502.7% |
| Participant deferral / active EE | $17,576 | $7,142+146.1% | $9,331+88.4% | $4,212+317.3% |
| Admin fee / account holder | $48,468 | $13,977+246.8% | $16,305+197.3% | $7,344+560.0% |