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 | $402,431 | $93,571+330.1% | $135,903+196.1% | $75,163+435.4% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 18.53% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,185 | $3,537+18.3% | $4,856-13.8% | $2,670+56.8% |
| Participant deferral / active EE | $13,187 | $6,404+105.9% | $7,758+70.0% | $4,125+219.7% |
| Admin fee / account holder | $16,819 | $6,975+141.1% | $10,762+56.3% | $5,651+197.6% |