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 | $440,780 | $77,899+465.8% | $149,673+194.5% | $75,163+486.4% |
| Participation rate | 86.5% | 65.6%+20.9pp | 78.8%+7.7pp | 67.2%+19.3pp |
| Annual return | 17.14% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $13,113 | $3,137+317.9% | $4,818+172.2% | $2,670+391.1% |
| Participant deferral / active EE | $13,397 | $3,411+292.7% | $5,680+135.9% | $4,125+224.8% |
| Admin fee / account holder | $23,125 | $5,956+288.2% | $13,210+75.1% | $5,651+309.2% |