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 | $451,715 | $93,571+382.8% | $135,903+232.4% | $75,163+501.0% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 24.37% | 30.90%-6.5pp | 68.23%-43.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $7,720 | $3,537+118.3% | $4,856+59.0% | $2,670+189.2% |
| Participant deferral / active EE | $13,267 | $6,404+107.2% | $7,758+71.0% | $4,125+221.6% |
| Admin fee / account holder | $2,988 | $6,975-57.2% | $10,762-72.2% | $5,651-47.1% |