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 | $366,607 | $98,750+271.2% | $149,696+144.9% | $79,858+359.1% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 20.76% | 27.43%-6.7pp | 276.60%-255.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $4,270 | $3,216+32.7% | $4,644-8.1% | $2,471+72.8% |
| Participant deferral / active EE | $12,716 | $5,680+123.9% | $6,842+85.9% | $3,740+240.0% |
| Admin fee / account holder | $15,860 | $6,053+162.0% | $9,309+70.4% | $5,306+198.9% |