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 | $314,678 | $77,813+304.4% | $123,544+154.7% | $64,186+390.3% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | 11.14% | 12.48%-1.3pp | 119.20%-108.1pp | 7.63%+3.5pp |
| Employer contribution / active EE | $15,804 | $3,014+424.4% | $4,628+241.5% | $2,381+563.8% |
| Participant deferral / active EE | $8,115 | $5,240+54.9% | $6,426+26.3% | $3,470+133.9% |
| Admin fee / account holder | $34,202 | $5,519+519.7% | $9,284+268.4% | $4,888+599.7% |