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 6-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 | $449,040 | $106,749+320.6% | $145,433+208.8% | $82,448+444.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.81% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $9,674 | $3,444+180.9% | $4,554+112.4% | $2,551+279.2% |
| Participant deferral / active EE | $13,828 | $6,519+112.1% | $7,897+75.1% | $4,139+234.1% |
| Admin fee / account holder | $14,522 | $8,390+73.1% | $13,129+10.6% | $7,234+100.7% |