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 | $694,594 | $138,347+402.1% | $184,203+277.1% | $80,856+759.0% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.6%+31.1pp |
| Annual return | 14.70% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $43,572 | $4,850+798.3% | $6,427+578.0% | $2,755+1481.7% |
| Participant deferral / active EE | $8,884 | $7,071+25.6% | $9,131-2.7% | $4,296+106.8% |
| Admin fee / account holder | $9,527 | $10,483-9.1% | $13,901-31.5% | $6,918+37.7% |