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 | $647,906 | $109,881+489.6% | $150,045+331.8% | $84,808+664.0% |
| Participation rate | 91.8% | 76.1%+15.8pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 14.87% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,109 | $3,561-12.7% | $4,693-33.8% | $2,631+18.2% |
| Participant deferral / active EE | $5,152 | $6,636-22.4% | $7,997-35.6% | $4,212+22.3% |
| Admin fee / account holder | $37,518 | $8,568+337.9% | $13,435+179.3% | $7,344+410.9% |