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 | $490,810 | $111,754+339.2% | $103,333+375.0% | $145,922+236.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 24.85% | 24.77%+0.1pp | 24.88%0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $19,358 | $4,212+359.5% | $3,868+400.5% | $4,660+315.4% |
| Participant deferral / active EE | $14,809 | $5,619+163.6% | $5,057+192.8% | $6,688+121.4% |
| Admin fee / account holder | $18,101 | $9,750+85.7% | $8,355+116.7% | $13,397+35.1% |