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 | $660,072 | $109,881+500.7% | $150,045+339.9% | $84,808+678.3% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 15.53% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $13,777 | $3,561+286.9% | $4,693+193.5% | $2,631+423.6% |
| Participant deferral / active EE | $7,303 | $6,636+10.1% | $7,997-8.7% | $4,212+73.4% |
| Admin fee / account holder | $68,096 | $8,568+694.8% | $13,435+406.9% | $7,344+827.3% |