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 | $278,112 | $89,355+211.2% | $141,162+97.0% | $72,985+281.1% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 20.40% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,717 | $3,114+83.6% | $4,735+20.7% | $2,440+134.3% |
| Participant deferral / active EE | $8,283 | $5,418+52.9% | $6,709+23.5% | $3,607+129.6% |
| Admin fee / account holder | $57,010 | $5,958+856.8% | $10,261+455.6% | $5,124+1012.5% |