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 | $739,195 | $45,863+1511.7% | $77,024+859.7% | $68,494+979.2% |
| Participation rate | 88.2% | 55.9%+32.3pp | 67.9%+20.3pp | 67.9%+20.3pp |
| Annual return | 7.27% | 1.72%+5.5pp | 42.32%-35.0pp | -7.84%+15.1pp |
| Employer contribution / active EE | $4,190 | $1,650+154.0% | $2,812+49.0% | $2,596+61.4% |
| Participant deferral / active EE | $14,587 | $2,962+392.4% | $4,426+229.6% | $4,027+262.2% |
| Admin fee / account holder | $20,628 | $3,041+578.4% | $5,425+280.2% | $5,403+281.8% |