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 | $783,398 | $148,978+425.8% | $200,582+290.6% | $84,808+823.7% |
| Participation rate | 94.9% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | 18.78% | 28.16%-9.4pp | 42.33%-23.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $17,846 | $4,815+270.6% | $6,419+178.0% | $2,631+578.3% |
| Participant deferral / active EE | $13,584 | $7,142+90.2% | $9,331+45.6% | $4,212+222.5% |
| Admin fee / account holder | $21,460 | $13,977+53.5% | $16,305+31.6% | $7,344+192.2% |