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 | $533,299 | $81,248+556.4% | $155,509+242.9% | $80,856+559.6% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+27.0pp |
| Annual return | 14.09% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $33,243 | $3,100+972.3% | $4,672+611.5% | $2,755+1106.7% |
| Participant deferral / active EE | $22,101 | $3,452+540.3% | $5,626+292.8% | $4,296+414.5% |
| Admin fee / account holder | $13,571 | $7,997+69.7% | $15,912-14.7% | $6,918+96.2% |