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 | $565,201 | $98,750+472.4% | $149,696+277.6% | $79,858+607.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 16.23% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,766 | $3,216+79.3% | $4,644+24.2% | $2,471+133.4% |
| Participant deferral / active EE | $12,636 | $5,680+122.5% | $6,842+84.7% | $3,740+237.9% |
| Admin fee / account holder | $20,552 | $6,053+239.6% | $9,309+120.8% | $5,306+287.3% |