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 | $254,052 | $85,766+196.2% | $136,294+86.4% | $70,131+262.3% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 18.67% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,068 | $2,966+3.4% | $4,695-34.7% | $2,342+31.0% |
| Participant deferral / active EE | $14,004 | $5,051+177.2% | $6,247+124.2% | $3,332+320.3% |
| Admin fee / account holder | $44,016 | $5,420+712.0% | $9,243+376.2% | $4,645+847.5% |