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 | $321,005 | $93,571+243.1% | $135,903+136.2% | $75,163+327.1% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 16.94% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $16,347 | $3,537+362.2% | $4,856+236.6% | $2,670+512.3% |
| Participant deferral / active EE | $18,026 | $6,404+181.5% | $7,758+132.4% | $4,125+337.0% |
| Admin fee / account holder | $16,988 | $6,975+143.5% | $10,762+57.9% | $5,651+200.6% |