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 | $411,206 | $89,355+360.2% | $141,162+191.3% | $72,985+463.4% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 26.72% | 111.85%-85.1pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $33,816 | $3,114+985.8% | $4,735+614.2% | $2,440+1286.0% |
| Participant deferral / active EE | $11,052 | $5,418+104.0% | $6,709+64.7% | $3,607+206.4% |
| Admin fee / account holder | $60,349 | $5,958+912.9% | $10,261+488.1% | $5,124+1077.7% |