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 | $677,698 | $124,281+445.3% | $109,143+520.9% | $167,490+304.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 14.75% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,752 | $4,207-58.4% | $3,722-52.9% | $4,837-63.8% |
| Participant deferral / active EE | $5,888 | $5,255+12.0% | $4,653+26.5% | $6,341-7.2% |
| Admin fee / account holder | $423,057 | $7,970+5208.3% | $6,752+6165.5% | $12,309+3337.0% |