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 | $758,427 | $80,717+839.6% | $154,803+389.9% | $84,808+794.3% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 19.83% | 37.96%-18.1pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $46,598 | $2,761+1587.5% | $4,305+982.3% | $2,631+1671.1% |
| Participant deferral / active EE | $4,408 | $3,303+33.5% | $5,540-20.4% | $4,212+4.7% |
| Admin fee / account holder | $1,240 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |