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 | $357,545 | $138,347+158.4% | $184,203+94.1% | $80,856+342.2% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 20.63% | 20.02%+0.6pp | 28.81%-8.2pp | 35.59%-15.0pp |
| Employer contribution / active EE | $11,240 | $4,850+131.7% | $6,427+74.9% | $2,755+308.0% |
| Participant deferral / active EE | $6,881 | $7,071-2.7% | $9,131-24.6% | $4,296+60.2% |
| Admin fee / account holder | $103,536 | $10,483+887.6% | $13,901+644.8% | $6,918+1396.6% |