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 | $419,946 | $57,590+629.2% | $86,233+387.0% | $82,448+409.3% |
| Participation rate | 87.1% | 57.9%+29.2pp | 69.0%+18.1pp | 68.1%+19.0pp |
| Annual return | 13.69% | 22.41%-8.7pp | 61.39%-47.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $6,253 | $1,655+277.8% | $2,504+149.7% | $2,551+145.1% |
| Participant deferral / active EE | $13,688 | $3,080+344.4% | $4,559+200.2% | $4,139+230.7% |
| Admin fee / account holder | $15,026 | $4,730+217.7% | $8,342+80.1% | $7,234+107.7% |