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 5-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 | $560,771 | $68,547+718.1% | $120,354+365.9% | $80,856+593.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 16.37% | 23.60%-7.2pp | 107.15%-90.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $6,238 | $2,051+204.1% | $3,463+80.2% | $2,755+126.4% |
| Participant deferral / active EE | $13,430 | $3,173+323.2% | $4,991+169.1% | $4,296+212.6% |
| Admin fee / account holder | $2,133 | $5,732-62.8% | $9,423-77.4% | $6,918-69.2% |