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 | $394,397 | $106,749+269.5% | $145,433+171.2% | $82,448+378.4% |
| Participation rate | 93.7% | 75.6%+18.0pp | 82.1%+11.5pp | 68.1%+25.6pp |
| Annual return | 14.69% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $15,017 | $3,444+336.0% | $4,554+229.7% | $2,551+488.7% |
| Participant deferral / active EE | $7,547 | $6,519+15.8% | $7,897-4.4% | $4,139+82.3% |
| Admin fee / account holder | $47,011 | $8,390+460.3% | $13,129+258.1% | $7,234+549.8% |