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 | $422,941 | $106,584+296.8% | $101,326+317.4% | $142,382+197.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 14.13% | 36.93%-22.8pp | 36.82%-22.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $15,508 | $3,956+292.0% | $3,665+323.1% | $4,299+260.7% |
| Participant deferral / active EE | $11,186 | $8,297+34.8% | $7,994+39.9% | $6,507+71.9% |
| Admin fee / account holder | $7,658 | $11,446-33.1% | $11,185-31.5% | $12,624-39.3% |