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 | $434,933 | $101,724+327.6% | $164,813+163.9% | $80,856+437.9% |
| Participation rate | 95.7% | 71.8%+23.8pp | 78.6%+17.0pp | 67.6%+28.0pp |
| Annual return | 13.74% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $26,506 | $2,953+797.4% | $4,341+510.6% | $2,755+862.2% |
| Participant deferral / active EE | $7,874 | $4,477+75.9% | $6,031+30.6% | $4,296+83.3% |
| Admin fee / account holder | $79,372 | $8,227+864.7% | $12,690+525.5% | $6,918+1047.3% |