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 | $388,575 | $98,750+293.5% | $149,696+159.6% | $79,858+386.6% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 19.25% | 27.43%-8.2pp | 276.60%-257.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $4,679 | $3,216+45.5% | $4,644+0.7% | $2,471+89.4% |
| Participant deferral / active EE | $12,142 | $5,680+113.8% | $6,842+77.5% | $3,740+224.7% |
| Admin fee / account holder | $13,976 | $6,053+130.9% | $9,309+50.1% | $5,306+163.4% |