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 | $403,315 | $56,897+608.9% | $84,750+375.9% | $62,891+541.3% |
| Participation rate | 97.9% | 68.5%+29.3pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 24.32% | 6.30%+18.0pp | 22.78%+1.5pp | 20.14%+4.2pp |
| Employer contribution / active EE | $5,598 | $2,400+133.3% | $3,574+56.6% | $2,281+145.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,786 | $3,581+229.1% | $5,332+121.0% | $4,296+174.4% |