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 | $402,697 | $89,355+350.7% | $141,162+185.3% | $72,985+451.8% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 20.58% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $12,784 | $3,114+310.5% | $4,735+170.0% | $2,440+424.0% |
| Participant deferral / active EE | $8,746 | $5,418+61.4% | $6,709+30.4% | $3,607+142.5% |
| Admin fee / account holder | $12,493 | $5,958+109.7% | $10,261+21.7% | $5,124+143.8% |