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 | $415,980 | $101,724+308.9% | $164,813+152.4% | $80,856+414.5% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.6%+25.9pp |
| Annual return | 11.62% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $10,336 | $2,953+250.0% | $4,341+138.1% | $2,755+275.2% |
| Participant deferral / active EE | $7,971 | $4,477+78.0% | $6,031+32.2% | $4,296+85.6% |
| Admin fee / account holder | $21,430 | $8,227+160.5% | $12,690+68.9% | $6,918+209.8% |