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 | $752,386 | $84,233+793.2% | $170,442+341.4% | $70,131+972.8% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 14.35% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $35,283 | $3,387+941.7% | $5,433+549.5% | $2,342+1406.2% |
| Participant deferral / active EE | $20,120 | $3,086+552.0% | $4,939+307.3% | $3,332+503.9% |
| Admin fee / account holder | $54,211 | $5,698+851.4% | $13,880+290.6% | $4,645+1067.0% |