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 | $843,634 | $167,484+403.7% | $151,611+456.4% | $134,475+527.4% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -13.42% | 7.80%-21.2pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $36,979 | $6,829+441.5% | $6,166+499.7% | $4,740+680.2% |
| Participant deferral / active EE | $15,591 | $8,986+73.5% | $8,363+86.4% | $6,400+143.6% |
| Admin fee / account holder | $118,279 | $13,783+758.2% | $11,616+918.2% | $11,426+935.2% |