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 6-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 | $426,604 | $89,753+375.3% | $107,525+296.7% | $84,808+403.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.70% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $13,537 | $3,113+334.8% | $3,754+260.7% | $2,631+414.5% |
| Participant deferral / active EE | $14,177 | $4,056+249.5% | $5,116+177.1% | $4,212+236.6% |
| Admin fee / account holder | $36,708 | $7,222+408.3% | $8,919+311.6% | $7,344+399.9% |