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 | $716,801 | $77,899+820.2% | $149,673+378.9% | $75,163+853.7% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 16.05% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $22,917 | $3,137+630.5% | $4,818+375.7% | $2,670+758.4% |
| Participant deferral / active EE | $19,636 | $3,411+475.7% | $5,680+245.7% | $4,125+376.0% |
| Admin fee / account holder | $25,069 | $5,956+320.9% | $13,210+89.8% | $5,651+343.6% |