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 | $462,650 | $76,407+505.5% | $150,298+207.8% | $82,448+461.1% |
| Participation rate | 98.3% | 66.4%+31.9pp | 77.8%+20.5pp | 68.1%+30.2pp |
| Annual return | 13.95% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $31,957 | $2,614+1122.5% | $4,154+669.3% | $2,551+1152.8% |
| Participant deferral / active EE | $17,198 | $3,214+435.0% | $5,453+215.4% | $4,139+315.5% |
| Admin fee / account holder | $102,231 | $6,352+1509.4% | $14,116+624.2% | $7,234+1313.1% |