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 | $319,665 | $98,750+223.7% | $149,696+113.5% | $79,858+300.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 31.05% | 27.43%+3.6pp | 276.60%-245.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $3,717 | $3,216+15.6% | $4,644-20.0% | $2,471+50.4% |
| Participant deferral / active EE | $12,565 | $5,680+121.2% | $6,842+83.7% | $3,740+236.0% |
| Admin fee / account holder | $851 | $6,053-85.9% | $9,309-90.9% | $5,306-84.0% |