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 | $374,348 | $77,899+380.6% | $149,673+150.1% | $75,163+398.0% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 20.13% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $14,698 | $3,137+368.5% | $4,818+205.1% | $2,670+450.5% |
| Participant deferral / active EE | $60,062 | $3,411+1660.8% | $5,680+957.4% | $4,125+1356.0% |
| Admin fee / account holder | $335 | $5,956-94.4% | $13,210-97.5% | $5,651-94.1% |