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 | $528,639 | $106,749+395.2% | $145,433+263.5% | $82,448+541.2% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 14.78% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $21,833 | $3,444+533.9% | $4,554+379.4% | $2,551+755.9% |
| Participant deferral / active EE | $12,744 | $6,519+95.5% | $7,897+61.4% | $4,139+207.9% |
| Admin fee / account holder | $29,307 | $8,390+249.3% | $13,129+123.2% | $7,234+305.1% |