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 | $492,506 | $89,753+448.7% | $107,525+358.0% | $84,808+480.7% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 17.02% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,078 | $3,113+127.3% | $3,754+88.6% | $2,631+169.0% |
| Participant deferral / active EE | $9,770 | $4,056+140.9% | $5,116+91.0% | $4,212+132.0% |
| Admin fee / account holder | $9,837 | $7,222+36.2% | $8,919+10.3% | $7,344+34.0% |