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 | $253,302 | $83,477+203.4% | $125,175+102.4% | $72,985+247.1% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 30.90% | 25.78%+5.1pp | 43.79%-12.9pp | 81.00%-50.1pp |
| Employer contribution / active EE | $15,104 | $2,345+544.0% | $3,865+290.8% | $2,440+519.1% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $31,337 | $5,517+468.0% | $9,702+223.0% | $5,124+511.5% |