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 | $358,189 | $79,449+350.8% | $189,557+89.0% | $85,850+317.2% |
| Participation rate | 84.0% | 66.0%+18.0pp | 78.4%+5.6pp | 69.3%+14.7pp |
| Annual return | 14.00% | 18.45%-4.4pp | 64.17%-50.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,000 | $2,081-51.9% | $4,412-77.3% | $2,565-61.0% |
| Participant deferral / active EE | $9,799 | $4,051+141.9% | $6,174+58.7% | $3,952+148.0% |
| Admin fee / account holder | $9,913 | $5,377+84.4% | $9,807+1.1% | $6,260+58.4% |