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 | $520,131 | $138,347+276.0% | $184,203+182.4% | $80,856+543.3% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.6%+30.7pp |
| Annual return | 16.55% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $12,732 | $4,850+162.5% | $6,427+98.1% | $2,755+362.2% |
| Participant deferral / active EE | $22,154 | $7,071+213.3% | $9,131+142.6% | $4,296+415.7% |
| Admin fee / account holder | $13,473 | $10,483+28.5% | $13,901-3.1% | $6,918+94.8% |