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 | $423,602 | $76,000+457.4% | $154,107+174.9% | $64,186+560.0% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | 7.16% | 30.32%-23.2pp | 735.12%-728.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $8,911 | $3,351+165.9% | $5,298+68.2% | $2,381+274.3% |
| Participant deferral / active EE | $4,731 | $3,175+49.0% | $5,081-6.9% | $3,470+36.4% |
| Admin fee / account holder | $22,530 | $5,596+302.6% | $13,411+68.0% | $4,888+360.9% |