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 5-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 | $416,245 | $94,625+339.9% | $116,228+258.1% | $84,808+390.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.72% | 20.40%-3.7pp | 90.06%-73.3pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,696 | $2,347+228.0% | $2,994+157.0% | $2,631+192.5% |
| Participant deferral / active EE | $14,462 | $3,972+264.1% | $4,953+192.0% | $4,212+243.4% |
| Admin fee / account holder | $21,201 | $10,091+110.1% | $11,989+76.8% | $7,344+188.7% |