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 | $538,803 | $93,571+475.8% | $135,903+296.5% | $75,163+616.8% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 16.05% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,125 | $3,537+44.9% | $4,856+5.5% | $2,670+92.0% |
| Participant deferral / active EE | $7,521 | $6,404+17.4% | $7,758-3.0% | $4,125+82.3% |
| Admin fee / account holder | $61,494 | $6,975+781.6% | $10,762+471.4% | $5,651+988.2% |