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 | $402,803 | $80,717+399.0% | $154,803+160.2% | $84,808+375.0% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 18.05% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $16,707 | $2,761+505.0% | $4,305+288.0% | $2,631+535.0% |
| Participant deferral / active EE | $14,289 | $3,303+332.6% | $5,540+157.9% | $4,212+239.3% |
| Admin fee / account holder | $50,822 | $6,746+653.4% | $14,329+254.7% | $7,344+592.0% |