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 | $485,749 | $130,194+273.1% | $169,993+185.7% | $71,457+579.8% |
| Participation rate | 89.1% | 86.1%+3.0pp | 87.0%+2.1pp | 67.9%+21.2pp |
| Annual return | 14.98% | 20.37%-5.4pp | 53.37%-38.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $26,716 | $4,381+509.8% | $6,785+293.7% | $2,588+932.5% |
| Participant deferral / active EE | $17,669 | $6,923+155.2% | $10,408+69.8% | $4,289+312.0% |
| Admin fee / account holder | $19,537 | $966+1923.3% | $12,815+52.5% | $1,587+1130.8% |