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 | $315,914 | $63,355+398.6% | $91,989+243.4% | $72,985+332.8% |
| Participation rate | 93.2% | 72.5%+20.7pp | 78.6%+14.6pp | 69.5%+23.7pp |
| Annual return | 20.34% | 35.35%-15.0pp | 69.02%-48.7pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,937 | $2,116+133.3% | $3,452+43.0% | $2,440+102.3% |
| Participant deferral / active EE | $5,884 | $4,883+20.5% | $5,923-0.7% | $3,607+63.1% |
| Admin fee / account holder | $24,249 | $4,668+419.5% | $7,743+213.2% | $5,124+373.2% |