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 | $400,015 | $80,717+395.6% | $154,803+158.4% | $84,808+371.7% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 15.23% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $29,651 | $2,761+973.8% | $4,305+588.7% | $2,631+1027.0% |
| Participant deferral / active EE | $22,662 | $3,303+586.1% | $5,540+309.0% | $4,212+438.1% |
| Admin fee / account holder | $79,099 | $6,746+1072.6% | $14,329+452.0% | $7,344+977.1% |