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 | $281,509 | $84,233+234.2% | $170,442+65.2% | $70,131+301.4% |
| Participation rate | 91.5% | 70.8%+20.7pp | 83.6%+8.0pp | 69.5%+22.0pp |
| Annual return | 15.48% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $15,354 | $3,387+353.3% | $5,433+182.6% | $2,342+555.5% |
| Participant deferral / active EE | $13,839 | $3,086+348.5% | $4,939+180.2% | $3,332+315.4% |
| Admin fee / account holder | $8,683 | $5,698+52.4% | $13,880-37.4% | $4,645+86.9% |