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 | $320,333 | $60,892+426.1% | $82,389+288.8% | $84,808+277.7% |
| Participation rate | 88.9% | 63.3%+25.6pp | 69.5%+19.3pp | 68.3%+20.6pp |
| Annual return | 18.85% | 37.29%-18.4pp | 28.67%-9.8pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,368 | $1,779+89.3% | $2,517+33.8% | $2,631+28.0% |
| Participant deferral / active EE | $7,064 | $3,179+122.2% | $4,155+70.0% | $4,212+67.7% |
| Admin fee / account holder | $18,905 | $5,467+245.8% | $7,231+161.5% | $7,344+157.4% |