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 | $278,992 | $77,899+258.1% | $149,673+86.4% | $75,163+271.2% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.5pp | 67.2%+30.0pp |
| Annual return | 19.99% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $10,336 | $3,137+229.4% | $4,818+114.5% | $2,670+287.2% |
| Participant deferral / active EE | $19,698 | $3,411+477.5% | $5,680+246.8% | $4,125+377.5% |
| Admin fee / account holder | $13,745 | $5,956+130.8% | $13,210+4.0% | $5,651+143.2% |