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 | $396,180 | $95,803+313.5% | $113,168+250.1% | $84,808+367.2% |
| Participation rate | 86.8% | 72.9%+13.9pp | 76.6%+10.2pp | 68.3%+18.5pp |
| Annual return | 13.61% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,776 | $2,360+102.4% | $2,975+60.5% | $2,631+81.5% |
| Participant deferral / active EE | $6,007 | $4,242+41.6% | $5,107+17.6% | $4,212+42.6% |
| Admin fee / account holder | $25,449 | $8,989+183.1% | $12,068+110.9% | $7,344+246.5% |